Tenet Wealth Partners LLC

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Tenet Wealth Partners LLC
CRD #339818
SEC #801-135114
CIK #
AUM 246.9 M (2026-05-14)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone217-281-4250
Address301 N Neil Street
Champaign, IL 61820
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 346 99.8
(b) Individuals (high net worth individuals) 33 117.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 20.7
(h) Charitable organizations 19 4.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 3.1
(n) Other 25 2.0
Total 442 246.9
By Discretionary
Discretionary 430 226.7
Non-Discretionary 12 20.2
Total 442 246.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 246.9
Total 442 246.9
Firm Profile (Form ADV)
Clients135
ServesInstitutional, Retail, Research
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