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TFO WEALTH PARTNERS

MAUMEE, OH · CRD 124407 · IAPD ↗ · 419-891-9999

$5.66BRegulatory AUM
55Advisory reps
67Employees
47Clients
1-10Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — TFO WEALTH PARTNERS notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — TFO WEALTH PARTNERS added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — TFO WEALTH PARTNERS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2025 — TFO WEALTH PARTNERS added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2025 — TFO WEALTH PARTNERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — TFO WEALTH PARTNERS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.