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Firm profile

Tenet Wealth Partners, LLC

CHAMPAIGN, ILCRD 339818Latest ADV August 26, 2026

Tenet Wealth Partners, LLC is a limited liability company based in CHAMPAIGN, IL.

Assets Under Management
$247M
Employees
4
Offices
--
Total Clients
442

Associated firm names

1 name listed
  • TENET WEALTH PARTNERS, LLC
Primary office
CHAMPAIGN, IL
301 N NEIL STREET, SUITE 303, CHAMPAIGN, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBradley R. Stark

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements

Client Coverage Demographics

Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
346
2
HNWI
7.5%
33
3
529 COLLEGE SAVINGS PLANS
5.7%
25
4
Charitable
4.3%
19
5
Pension Plans
2.7%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$247Mas of August 26, 2026
Discretionary91.8%
$227M
92% of total RAUM91.8%
Non-discretionary8.2%
$20M
8% of total RAUM8.2%
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.

Total AUM$247M
Total Accounts442
10Y AUM Change+$247M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee111:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.