{
  "crd_number": 124407,
  "slug": "tfo-wealth-partners-maumee-oh-124407",
  "primary_business_name": "TFO WEALTH PARTNERS",
  "legal_name": "TFO WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Maumee",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "45780",
  "metro": {
    "cbsa_code": "45780",
    "common_name": "Toledo",
    "msa_name": "Toledo, OH",
    "path": "/advisors/oh/toledo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-05-28",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": 5660890692.0,
  "raum_discretionary": 5615762959.0,
  "raum_non_discretionary": 45127733.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 67,
  "advisory_employees": 55,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 179158605.0,
      "count": 27
    },
    "individuals": {
      "raum": 269583913.0,
      "count": 895
    },
    "pension_profit_sharing": {
      "raum": 443292991.0,
      "count": 125
    },
    "high_net_worth_individuals": {
      "raum": 4680802295.0,
      "count": 920
    },
    "corporations_other_businesses": {
      "raum": 88052888.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/TFOWEALTH",
    "https://instagram.com/tfowealthpartners",
    "https://linkedin.com/COMPANY/TFOWEALTH",
    "https://tfoadvantage.com",
    "https://tfoforhillsdale.com",
    "https://tfolifeacademy.com",
    "https://tfopartners.com",
    "https://tfotrust.com",
    "https://tfowealth.com",
    "https://x.com/tfowealth",
    "https://youtube.com/@tfowealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124407",
  "city_as_filed": "MAUMEE",
  "url": "https://advisorcensus.com/firm/tfo-wealth-partners-maumee-oh-124407",
  "display_name": "TFO Wealth Partners",
  "summary": "TFO Wealth Partners is an SEC-registered investment advisory firm in Maumee, OH, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. TFO Wealth Partners (CRD 124407): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is TFO Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TFO Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is TFO Wealth Partners located?",
      "a": "TFO Wealth Partners' principal office is in Maumee, OH, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is TFO Wealth Partners registered with the SEC or a state?",
      "a": "TFO Wealth Partners is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124407."
    },
    {
      "q": "How much does TFO Wealth Partners manage?",
      "a": "TFO Wealth Partners reports $5,660,890,692 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have TFO Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for TFO Wealth Partners: Regulatory assets under management: $2,899,444,584 in the October 2021 data and $5,660,890,692 in the October 2026 data, up 95%. Total employees: 47 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does TFO Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (920); individuals (other than high net worth individuals) (895); pension and profit sharing plans (but not the plan participants or government pension plans) (125)."
    },
    {
      "q": "Which custodians does TFO Wealth Partners use?",
      "a": "TFO Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does TFO Wealth Partners report any disciplinary disclosures?",
      "a": "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/124407"
    },
    {
      "q": "Does TFO Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"TFO Wealth Partners generally requires a minimum asset level of $1,000,000 for investment advisory services. This minimum requirement may be waived or reduced at the firm’s sole discretion\""
    },
    {
      "q": "What changed in TFO Wealth Partners' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in HI."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2899444584.0,
      "total_employees": 47,
      "filing_date": "2021-05-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3551088033.0,
      "total_employees": 52,
      "filing_date": "2022-09-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3223537849.0,
      "total_employees": 56,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3932496226.0,
      "total_employees": 65,
      "filing_date": "2024-04-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4852786561.0,
      "total_employees": 67,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5660890692.0,
      "total_employees": 67,
      "filing_date": "2026-04-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in HI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $4,852,786,561 to $5,660,890,692 (+17%).",
        "Changed its office addresses in Phoenix, AZ.",
        "Changed its office addresses in Winchester, VA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in KY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "TFO Wealth Partners generally requires a minimum asset level of $1,000,000 for investment advisory services. This minimum requirement may be waived or reduced at the firm’s sole discretion"
        ]
      }
    ],
    "quotes": [
      "TFO Wealth Partners generally requires a minimum asset level of $1,000,000 for investment advisory services. This minimum requirement may be waived or reduced at the firm’s sole discretion"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tfo-wealth-partners-maumee-oh-124407.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 895,
      "fewer_than_5": false,
      "raum": 269583913.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 920,
      "fewer_than_5": false,
      "raum": 4680802295.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 443292991.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 27,
      "fewer_than_5": false,
      "raum": 179158605.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 88052888.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124407",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}