← Tributary

TENON FINANCIAL

METUCHEN, NJ · CRD 305581 · IAPD ↗ · tenonfinancial.com · 732-902-0066

$316.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
February 2026 — TENON FINANCIAL reported RAUM up 52% ($208.3M -> $316.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
August 2025 — TENON FINANCIAL notice-filed in FL, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2025 — TENON FINANCIAL reported RAUM up 59% ($130.9M -> $208.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
September 2024 — TENON FINANCIAL notice-filed in IL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — TENON FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — TENON FINANCIAL reported RAUM up 30% ($100.8M -> $130.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2024 — TENON FINANCIAL now reports custody of client assets ($88.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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