TFO WEALTH PARTNERS, LLC
Doing business as TFO WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$5,660,890,692
Discretionary
$5,615,762,959
Non-discretionary
$45,127,733
Firm details
- CRD number
- 124407
- SEC file number
- 801-62074
- Main office
- MAUMEE, OH, United States
- Employees
- 67
- SEC status
- Approved
- Website
- https://x.com/tfowealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.