Tfo Wealth Partners

Registered investment advisor · Maumee, Ohio · CRD #124407

Assets Under Management

$5.7B

Client Accounts

5,341

Employees

CRD Number

124407

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Tfo Wealth Partners

TFO Wealth Partners is a wealth management firm based in Maumee, Ohio, with over 30 years of experience. The firm specializes in customized financial life management services for high-net-worth individuals, families, and successful businesses. As of December 31, 2024, TFO manages $4.85 billion in assets and serves around 1,600 clients through a dedicated team of 67 professionals across six locations. The firm focuses on connecting wealth with purpose, offering tailored family office solutions a

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Tfo Wealth Partners

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Frequently Asked Questions

What is Tfo Wealth Partners's AUM?

Tfo Wealth Partners reports approximately $5.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Tfo Wealth Partners headquartered?

Tfo Wealth Partners is headquartered in Maumee, Ohio.

What is Tfo Wealth Partners's CRD number?

Tfo Wealth Partners's CRD number is 124407. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.