TOTAL WEALTH PLANNING, LLC
SEC file number 801-80853
· CINCINNATI, OH
https://totalplanning.cat ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.06B
Discretionary AUM
$997.9M
Employees
17
Clients
—
Firm
- Address
- 4665 CORNELL RD.
CINCINNATI, OH 45241 - Phone
- —
- Website
- https://totalplanning.cat
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Apollo IG Core Replacement (STE), L.P. Low name-match confidence · CIK 1908888 · NY
- Apollo IG Short Duration Replacement, L.P. - Series 1 Low name-match confidence · CIK 2033677 · NY
- Apollo Multi Asset Credit Replacement Co-Investors (A), L.P. Low name-match confidence · CIK 1609433 · NY
- Apollo Multi Asset Credit Replacement (Exempt), L.P. Low name-match confidence · CIK 1600911 · NY
- Apollo Multi Asset Credit Replacement (Offshore), Ltd. Low name-match confidence · CIK 1600915 · NY
- Apollo Multi Asset Credit Replacement (Onshore), L.P. Low name-match confidence · CIK 1600921 · NY
- Apollo Total Return Fund IG IDF, LP Low name-match confidence · CIK 1957803 · NY
- Apollo Total Return Fund - Investment Grade (Offshore), SPC Low name-match confidence · CIK 1908892 · NY
- Apollo Total Return Fund - Investment Grade (RN), L.P. Low name-match confidence · CIK 1911656 · NY
- Apollo Total Return Fund - Investment Grade (RN-Offshore), L.P. Low name-match confidence · CIK 1908891 · NY
- AQR Apex Total Return Fund, L.P. Low name-match confidence · CIK 1459599 · CT
- AQR Apex Total Return Offshore Fund, L.P. Low name-match confidence · CIK 1670862 · E9
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AQR Apex Total Return Offshore Fund, L.P. · D/A · Sep 24, 2026
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AQR Apex Total Return Fund, L.P. · D/A · Sep 24, 2026
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Apollo Total Return Fund IG IDF, LP · D/A · Aug 31, 2026
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Apollo IG Core Replacement (STE), L.P. · D/A · Jun 30, 2026
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Apollo IG Short Duration Replacement, L.P. - Series 1 · D/A · Jun 9, 2026
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Apollo Multi Asset Credit Replacement Co-Investors (A), L.P. · D/A · Apr 2, 2026
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Apollo Multi Asset Credit Replacement (Onshore), L.P. · D/A · Apr 2, 2026
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Apollo Multi Asset Credit Replacement (Offshore), Ltd. · D/A · Apr 2, 2026
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Apollo Multi Asset Credit Replacement (Exempt), L.P. · D/A · Apr 2, 2026
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Apollo Multi Asset Credit Replacement (Onshore), L.P. · D/A · Oct 2, 2025
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Apollo Multi Asset Credit Replacement (Offshore), Ltd. · D/A · Oct 2, 2025
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Apollo Multi Asset Credit Replacement (Exempt), L.P. · D/A · Oct 2, 2025
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AQR Apex Total Return Offshore Fund, L.P. · D/A · Sep 25, 2025
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AQR Apex Total Return Fund, L.P. · D/A · Sep 25, 2025
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Apollo Total Return Fund IG IDF, LP · D · Aug 29, 2025
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Apollo IG Core Replacement (STE), L.P. · D/A · Jun 30, 2025
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Apollo IG Short Duration Replacement, L.P. - Series 1 · D/A · Jun 9, 2025
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Apollo Multi Asset Credit Replacement (Onshore), L.P. · D/A · Apr 2, 2025
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Apollo Multi Asset Credit Replacement (Offshore), Ltd. · D/A · Apr 2, 2025
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Apollo Multi Asset Credit Replacement (Exempt), L.P. · D/A · Apr 2, 2025
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Apollo Multi Asset Credit Replacement Co-Investors (A), L.P. · D/A · Apr 2, 2025
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Apollo IG Core Replacement (STE), L.P. · D/A · Feb 13, 2025
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Apollo Total Return Fund - Investment Grade (RN-Offshore), L.P. · D/A · Feb 13, 2025
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Apollo Total Return Fund - Investment Grade (RN), L.P. · D/A · Feb 13, 2025
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Apollo Total Return Fund - Investment Grade (Offshore), SPC · D/A · Feb 13, 2025