# TFO Wealth Partners

> 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.

- CRD: 124407
- Filed as: TFO WEALTH PARTNERS
- Legal name: TFO Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maumee, OH
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124407
- AdvisorCensus page: https://advisorcensus.com/firm/tfo-wealth-partners-maumee-oh-124407

## Quick answers

**How is TFO Wealth Partners compensated?**
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.

**Where is TFO Wealth Partners located?**
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).

**Is TFO Wealth Partners registered with the SEC or a state?**
TFO Wealth Partners is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 124407.

**How much does TFO Wealth Partners manage?**
TFO Wealth Partners reports $5,660,890,692 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (99% discretionary).

**How have TFO Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does TFO Wealth Partners serve?**
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).

**Which custodians does TFO Wealth Partners use?**
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.

**Does TFO Wealth Partners 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/124407

**Does TFO Wealth Partners state an account minimum?**
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"

**What changed in TFO Wealth Partners' recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in HI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $5,660,890,692
- Discretionary: $5,615,762,959
- Non-discretionary: $45,127,733

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 895 | $269,583,913 |
| High net worth individuals | 920 | $4,680,802,295 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 125 | $443,292,991 |
| Charitable organizations | 27 | $179,158,605 |
| Corporations or other businesses not listed above | 19 | $88,052,888 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 67 total, 55 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Houston, TX
- Phoenix, AZ
- Winchester, VA

### Websites listed on Form ADV (Item 1.I)
- tfoadvantage.com
- tfoforhillsdale.com
- tfolifeacademy.com
- tfopartners.com
- tfotrust.com
- tfowealth.com
- Facebook @TFOWEALTH
- Instagram @tfowealthpartners
- LinkedIn @TFOWEALTH
- X @tfowealth
- YouTube @tfowealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,899,444,584 | 47 | May 27, 2021 |
| October 2022 | $3,551,088,033 | 52 | September 7, 2022 |
| October 2023 | $3,223,537,849 | 56 | September 11, 2023 |
| October 2024 | $3,932,496,226 | 65 | April 23, 2024 |
| October 2025 | $4,852,786,561 | 67 | July 11, 2025 |
| October 2026 | $5,660,890,692 | 67 | April 24, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in HI.

### April 2026
- 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).

### December 2025
- Registered or notice-filed in KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TFO Wealth Partners (CRD 124407): Form ADV filing data as of October 2026.