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TFO WEALTH PARTNERS
Legal name: TFO WEALTH PARTNERS, LLC
CRD 124407File 801-62074
APPROVED
Retail clients
Custody
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.66B
Top 25% of cohort (national)
Discretionary AUM
$5.62B
Non-discretionary $45.1M
Clients
1,986
5,341 accounts
Employees
67
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 28, 2003
- Principal office
- 1440 ARROWHEAD DRIVE, MAUMEE, OH, 43537
- Phone
- 419-891-9999
- Website
- HTTPS://TFOTRUST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.66B
- Discretionary AUM
- $5.62B
- Non-discretionary AUM
- $45.1M
- Discretionary accounts
- 5,285
- Non-discretionary accounts
- 56
- Total accounts
- 5,341
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $88.1M |
| Charitable organizations | 27 | $179.2M |
| High net worth individuals | 920 | $4.68B |
| Pension and profit sharing plans | 125 | $443.3M |
| Individuals (other than high net worth individuals) | 895 | $269.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,642 | 1,986 | increased by344 |
| Apr 1, 2026 | AUM | $4,852,786,561 | $5,660,890,692 | increased by$808,104,131 |
| Apr 1, 2026 | Accounts | 5,141 | 5,341 | increased by200 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 67 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,489 | 1,642 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,551,088,033 | $4,852,786,561 | increased by$1,301,698,528 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,190 | 5,141 | increased by951 |
| Apr 1, 2022 | Employees | 47 | 52 | increased by5 |
| Apr 1, 2022 | Clients | 1,404 | 1,489 | increased by85 |
| Apr 1, 2022 | AUM | $2,899,444,584 | $3,551,088,033 | increased by$651,643,449 |
| Apr 1, 2022 | Accounts | 3,873 | 4,190 | increased by317 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TFO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TFO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.