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TENET WEALTH PARTNERS, LLC
CRD 339818File 801-135114
APPROVED
Retail clients
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$246.9M
Below cohort median (national)
Discretionary AUM
$226.7M
Non-discretionary $20.2M
Clients
417
442 accounts
Employees
4
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 6, 2026
- Principal office
- 301 N NEIL STREET, SUITE 303, CHAMPAIGN, IL, 61820
- Phone
- 217-281-4250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.9M
- Discretionary AUM
- $226.7M
- Non-discretionary AUM
- $20.2M
- Discretionary accounts
- 430
- Non-discretionary accounts
- 12
- Total accounts
- 442
- AUM per client
- $592K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.1M |
| Charitable organizations | 19 | $4.1M |
| High net worth individuals | 33 | $117.2M |
| Pension and profit sharing plans | 12 | $20.7M |
| Individuals (other than high net worth individuals) | 346 | $99.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — THIRD-PARTY SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 17, 2026 | Clients | 442 | 417 |
| 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.