# Tenet Wealth Partners, LLC

> Tenet Wealth Partners, LLC is an SEC-registered investment advisory firm in Champaign, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 339818
- Filed as: TENET WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Champaign, IL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339818
- AdvisorCensus page: https://advisorcensus.com/firm/tenet-wealth-partners-llc-champaign-il-339818

## Quick answers

**How is Tenet Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tenet Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Tenet Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated May 5, 2026 states: Asset-based fee: up to 1.6% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tenet Wealth Partners, LLC located?**
Tenet Wealth Partners, LLC's principal office is in Champaign, IL, according to its Form ADV.

**Is Tenet Wealth Partners, LLC registered with the SEC or a state?**
Tenet Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339818.

**How much does Tenet Wealth Partners, LLC manage?**
Tenet Wealth Partners, LLC reports $246,867,155 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (92% discretionary).

**What types of clients does Tenet Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (346); high net worth individuals (33); other (25).

**Which custodians does Tenet Wealth Partners, LLC use?**
Tenet Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Tenet Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339818

**Does Tenet Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 5, 2026 says: "Tenet may impose a stated minimum fee, which may be waived at the Firm’s discretion, but does not impose a minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Tenet Wealth Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $0 to $246,867,155. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Asset-based fee: up to 1.6% of assets a year (the maximum the brochure states)

> Our annual fee ranges up to 1.60% annually and is assessed and/or charged monthly, in advance, based on the value at the end of the billing period.

- Account minimum: None (the brochure says it may be waived or negotiated)

> Tenet may impose a stated minimum fee, which may be waived at the Firm’s discretion, but does not impose a minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $246,867,155
- Discretionary: $226,683,086
- Non-discretionary: $20,184,069

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $99,752,049 |
| High net worth individuals | 33 | $117,235,300 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $20,737,643 |
| Charitable organizations | 19 | $4,068,766 |
| Corporations or other businesses not listed above | 7 | $3,050,314 |
| Other | 25 | $2,023,083 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inkedin.com/company/tenetwealthpartners
- tenetwealthpartners.com
- Facebook @tenetwealthpartners
- Instagram @tenetwealthpartners
- YouTube @UCqf2WLSUBdwCVT2Axwq-PJg

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $0 to $246,867,155.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tenet Wealth Partners, LLC (CRD 339818): Form ADV filing data as of October 2026.