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TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name:	TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit
Status:	Active
Date Filed:	31 Jan 2012 (14 years ago)
Last Event:	NAME CHANGE AMENDMENT
Event Date Filed:	03 Nov 2014 (11 years ago)
Document Number:	P12000010301
FEI/EIN Number	45-4404563
Address:	520 Fresh Pond Road, PONTE VEDRA BEACH, FL, 32082, US
Mail Address:	PO BOX 1903, PONTE VEDRA BEACH, FL, 32004
ZIP code:	32082
City:	Ponte Vedra Beach
County:	St. Johns
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
TOMES RICHARD	President	520 Fresh Pond Road, PONTE VEDRA BEACH, FL, 32082
Tomes Kimberly	Vice President	520 FRESH POND RD, PONTE VEDRA BEACH, FL, 32082
TOMES RICHARD	Agent	520 FRESH POND RD, PONTE VEDRA BEACH, FL, 32082

Central Index Key

CIK number:

0002058383

Phone:

609-617-5720

EDGAR Link:

View company profile on EDGAR website

Latest Filings

Form type:

N-PX

File number:

028-25429

Filing date:

2025-07-24

File:

View File

Form type:

13F-HR

File number:

028-25429

Filing date:

2025-07-24

File:

View File

Form type:

13F-HR

File number:

028-25429

Filing date:

2025-04-24

File:

View File

Form type:

13F-HR

File number:

028-25429

Filing date:

2025-02-28

File:

View File

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2021-01-11	520 Fresh Pond Road, PONTE VEDRA BEACH, FL 32082	-
REGISTERED AGENT ADDRESS CHANGED	2021-01-11	520 FRESH POND RD, PONTE VEDRA BEACH, FL 32082	-
NAME CHANGE AMENDMENT	2014-11-03	TOTAL WEALTH PLANNING AND MANAGEMENT, INC.	-

Documents

Name	Date
ANNUAL REPORT	2025-02-08
ANNUAL REPORT	2024-02-12
ANNUAL REPORT	2023-01-19
ANNUAL REPORT	2022-01-24
ANNUAL REPORT	2021-01-11
ANNUAL REPORT	2020-01-16
ANNUAL REPORT	2019-02-07
ANNUAL REPORT	2018-01-29
ANNUAL REPORT	2017-02-10
ANNUAL REPORT	2016-03-02

USAspending Awards / Financial Assistance

Date:

2020-07-01

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

43510.00

Total Face Value Of Loan:

43510.00

Date:

2020-07-01

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

43510.00

Total Face Value Of Loan:

43510.00

Trademarks

Serial Number:

87717198

Mark:

TRADITIONAL OVER THE TOP

Status:

Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2017-12-12

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

TRADITIONAL OVER THE TOP

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

FINANCIAL SERVICES AND MANAGEMENT

First Use:

2012-01-01

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

87717183

Mark:

BE A CLIENT, NOT A CUSTOMER

Status:

A Section 8 declaration has been accepted.

Mark Type:

Service Mark

Application Filing Date:

2017-12-12

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

BE A CLIENT, NOT A CUSTOMER

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial planning, financial management, and consultation in connection therewith

First Use:

2012-01-01

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

87717171

Mark:

EOVER THE TOP

Status:

Mark Type:

Service Mark

Application Filing Date:

2017-12-12

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

EOVER THE TOP

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

FINANCIAL SERVICES AND MANAGEMENT

First Use:

2012-01-01

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Paycheck Protection Program

Jobs Reported:

Initial Approval Amount:

$43,510

Date Approved:

2020-06-30

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$43,510

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$43,924.84

Servicing Lender:

Wells Fargo Bank, National Association

Use of Proceeds:

Payroll: $43,510

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Date of last update: 01 Aug 2025

Sources: Florida Department of State