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Matthew David Sheridan

Chief Investment OfficerTfo Wealth Partners, LLCCRD 5555327

About Matthew David Sheridan

Matthew David Sheridan is listed as Chief Investment Officer at Tfo Wealth Partners, LLC in Maumee, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Tfo Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew David Sheridan work?

Matthew David Sheridan is listed as Chief Investment Officer at Tfo Wealth Partners, LLC on SEC Form ADV.

How much of Tfo Wealth Partners, LLC does Matthew David Sheridan own?

Form ADV reports a beneficial ownership band of Under 5%.

Tfo Wealth Partners, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2025