Tfo Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maumee, OH. Its latest Form ADV filing, dated April 24, 2026, reports $5.7B in regulatory assets under management, 67 employees, 11 offices, and 5,341 accounts.
Top client segmentHNWI represent 46.3% of total clients.
Top client categories% of clientsClients
1
HNWI
46.3%
920
2
Individuals
45.1%
895
3
Pension Plans
6.3%
125
4
Charitable
1.4%
27
5
Corporations
1.0%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.7Bas of April 24, 2026
Discretionary99.2%
$5.6B
99% of total RAUM99.2%
Non-discretionary0.8%
$45M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.7B
Total Accounts5,341
10Y AUM Change+$4.0B (+243.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee30:1
10Y Employee Change+13 (+24.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.