Features & Capabilities

View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.

User Growth & Download Statistics

App
By:
Total Wealth Planning, LLC
Rating:
5.00
(2)
Version:
5.19.0 Last updated: 2025-05-29
Version code:
875185335
Creation date:
2015-12-17
Compatible devices:
Size:
53.17MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-07-03
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Total Wealth Planning, LLC
Apple Apps Store
https://apps.apple.com/us/app/twp-mobile/id1067580143
Website:
https://www.twpteam.com/

Best TWP Mobile Alternatives

Here are some Apple apps that are similar to TWP Mobile: