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TENET WEALTH PARTNERS, LLC
CRD 339818 · SEC 801-135114
301 N NEIL STREET, SUITE 303, CHAMPAIGN, IL, 61820, United States
Phone
217-281-4250
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.9M
Discretionary AUM
$226.7M
Team
4 total employees; 3 advisory reps; 135 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; THIRD-PARTY SERVICES
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $99.8M |
| High net worth individuals | 33 | $117.2M |
| Pension/profit sharing plans | 12 | $20.7M |
| Charitable organizations | 19 | $4.1M |
| Corporations/business entities | 7 | $3.1M |
States served
IL, LA, TX
All web addresses on file
Official SEC filing: View on IAPD