RIA Intel›Advisers›Ohio›TFO WEALTH PARTNERS, LLC

TFO WEALTH PARTNERS, LLC

Advisory

N·MAUMEE, OH

Data as of Apr 24, 2026 · Source: SEC Form ADV

Total AUM

$5.7B

1-Year AUM Growth

+22.0%

3-Year CAGR

+10.4%

Employees

55

Assets Under Management

Total AUM$5.7B

Discretionary AUM$5.6B

Non-Discretionary AUM$45M

Discretionary %99.2%

Total Clients1,642

Team

Total Employees55

Investment Advisers67

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record114

First FilingSep 25, 2003

Latest FilingApr 24, 2026

🔒 Full AUM trend chart and 114 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TFO WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.