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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TFO Wealth Partners LLC
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|---|---|
| CRD # | 124407 |
| SEC # | 801-62074 |
| CIK # | 0001698750 |
| AUM | $4.9 B (2025-07-11) |
| Employees | 67 (82% Investors, 0% Brokers) |
| Phone | 419-891-9999 |
| Address | 1440 Arrowhead Drive Maumee, OH 43537 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 932 | 0.3 |
| (b) Individuals (high net worth individuals) | 548 | 3.9 |
| (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 | 119 | 0.4 |
| (h) Charitable organizations | 24 | 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 | 19 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,141 | 4.9 |
| By Discretionary | ||
| Discretionary | 5,098 | 4.8 |
| Non-Discretionary | 43 | 0.1 |
| Total | 5,141 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 5,141 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001698750] |
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IN | 4.9 |
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Applied Finance Capital Management LLC
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PR | 4.9 |
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MT | 4.8 |
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