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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 Aug 17, 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://TFOPARTNERS.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.