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TFO WEALTH PARTNERS
TFO WEALTH PARTNERS, LLC
CRD 124407 · SEC 801-62074
1440 ARROWHEAD DRIVE, MAUMEE, OH, 43537, United States
Phone
419-891-9999
Fax
419-891-9993
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.66B
Discretionary AUM
$5.62B
Team
67 total employees; 55 advisory reps; 47 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 895 | $269.6M |
| High net worth individuals | 920 | $4.68B |
| Pension/profit sharing plans | 125 | $443.3M |
| Charitable organizations | 27 | $179.2M |
| Corporations/business entities | 19 | $88.1M |
States served
AZ, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://TFOPARTNERS.COM/
- https://x.com/tfowealth
- https://www.youtube.com/@tfowealth
- HTTPS://TFOTRUST.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TFOWEALTH
- HTTPS://TFOLIFEACADEMY.COM/
- HTTPS://TFOADVANTAGE.COM/
- HTTPS://TFOFORHILLSDALE.COM/
- HTTP://WWW.TFOWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/TFOWEALTH
- https://www.instagram.com/tfowealthpartners/
Official SEC filing: View on IAPD