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TFP MANAGEMENT, LLC

BETTENDORF, IA · CRD 313543 · IAPD ↗ · truefinancialpartners.com · 563-359-8783

$273.0MRegulatory AUM
3Advisory reps
4Employees
35Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TFP MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — TFP MANAGEMENT, LLC reported RAUM up 25% ($217.7M -> $273.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — TFP MANAGEMENT, LLC now reports custody of client assets ($155.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
May 2025 — TFP MANAGEMENT, LLC notice-filed in AL, CO, FL, GA, MN, NE, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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