Key facts
- TFO WEALTH PARTNERS is a other based in MAUMEE, OH.
- TFO WEALTH PARTNERS reports $3.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 124407- Regulatory AUM
- $3.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 67
- Registered office
- MAUMEE, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TFO WEALTH PARTNERS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TFO WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TFO WEALTH PARTNERS's AUM?
- TFO WEALTH PARTNERS manages approximately $3.1M in assets.