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| Keyboard |
| TFO Wealth Partners LLC
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|
|---|---|
| CRD # | 124407 |
| SEC # | 801-62074 |
| CIK # | 0001698750 |
| AUM | 5,660.9 M (2026-04-24) |
| Employees | 67 (82% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-891-9999 |
| Address | 1440 Arrowhead Drive Maumee, OH 43537 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ING US Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 895 | 0.3 |
| (b) Individuals (high net worth individuals) | 920 | 4.7 |
| (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 | 125 | 0.4 |
| (h) Charitable organizations | 27 | 0.2 |
| (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 | 5,341 | 5.7 |
| By Discretionary | ||
| Discretionary | 5,285 | 5.6 |
| Non-Discretionary | 56 | 0.0 |
| Total | 5,341 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 5,341 | 5.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001698750] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 47 |
| Serves | Institutional, Retail |
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|
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