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TFS ADVISORS, LLC
CRD 167653 · SEC 801-121268
100 2ND AVE S., SUITE 300, EDMONDS, WA, 98020, United States
Phone
(425) 776-0446
Fax
(425) 670-9162
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.2M
Discretionary AUM
$101.4M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $38.2M |
| High net worth individuals | 65 | $114.5M |
States served
AZ, CA, WA, TX
All web addresses on file
- https://www.facebook.com/tfsadvisors/
- https://www.linkedin.com/company/tfs-advisors-llc
- https://www.yelp.com/biz/tfs-advisors-edmonds-2
- https://tfsadvisors.com/
- https://wealthtender.com/financial-advisors/dale-terwedo-cfp-chfc-clu-bfa/
- https://wealthtender.com/financial-advisors/aaron-terwedo-chfc-nssa-fpqp/
Official SEC filing: View on IAPD