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Tfo Wealth Partners, LLC

● SEC registered since 2003CRD 124407SEC# 801-62074Maumee, OH
Export (members)
Reg. AUM
$4.85B
Employees
67
Accounts
5,141
Location
Maumee, OH

Tfo Wealth Partners, LLC assets under management

Tfo Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Maumee, OH. The firm has been registered since 2003. It reports $4.9 billion in regulatory assets under management and employs 67 people.
x.com/tfowealthView on SEC.gov ↗

Tfo Wealth Partners, LLC owners & executives

12 reported
NameTitleOwnershipSince
Brady Michael Fineske ControlPresidentUnder 5%2015
Christopher Edward Erblich ControlChief Executive OfficerUnder 5%2023
James Robert Herrick ControlExecutive Vice PresidentUnder 5%2024
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Frequently asked questions

How much does Tfo Wealth Partners, LLC manage?

Tfo Wealth Partners, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many employees does Tfo Wealth Partners, LLC have?

Tfo Wealth Partners, LLC reports 67 employees.

Where is Tfo Wealth Partners, LLC located?

Tfo Wealth Partners, LLC is based in Maumee, OH and has been SEC-registered since 2003.

Does Tfo Wealth Partners, LLC disclose fund performance?

Tfo Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1440 Arrowhead Drive, Maumee, OH 43537
Phone419-891-9999
Fax419-891-9993
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.8B
Non-discretionary$53M
Total (RAUM)$4.85B