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| Tenon Financial LLC
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|---|---|
| CRD # | 305581 |
| SEC # | 801-128567 |
| CIK # | 0002020781 |
| AUM | $316.0 M (2026-01-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 732-902-0066 |
| Address | 10 Station Place Metuchen, NJ 08840 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Lilly Eli & Co | 2.1 | ||
| Amazon Com Inc | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Ingersoll-Rand PLC | 1.4 | ||
| Express-1 Expedited Solutions Inc | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| Tyler Technologies Inc | 0.5 | ||
| Facebook Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 3.1 |
| (b) Individuals (high net worth individuals) | 95 | 312.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 316.0 |
| By Discretionary | ||
| Discretionary | 460 | 316.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 316.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.0 | |
| Total | 460 | 316.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002020781] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Financial Group Corporation
✚
|
NC | 0.3 |
|
DKM Wealth Management Inc
✚
|
CA | 0.3 |
|
The Mustico Financial Group Inc
✚
|
NY | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
✚
|
MD | 0.3 |
|
Wealthcollab LLC
✚
|
WA | 0.3 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.3 |
|
CDM Financial Counseling Services Inc
✚
|
CT | 0.3 |
|
Walker Asset Management LLC
✚
|
0.3 | |
|
Forte Asset Management LLC
✚
|
0.3 | |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |