TFO WEALTH PARTNERS, LLC
Legal name: TFO WEALTH PARTNERS
CRD #124407 SEC #801-62074 MAUMEE, OH 419-891-9999
SEC Registered
Total AUM
$4.9B
Discretionary
$4.8B
Employees
67
Clients
1
Accounts
5,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Jul 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Jun 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Apr 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Feb 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Feb 2025 | $4.9B | $4.8B | $53M | 67 | 44 |
| Apr 2024 | $3.9B | $3.9B | $25.7M | 65 | 58 |
| Apr 2024 | $3.9B | $3.9B | $25.7M | 65 | 58 |
| Mar 2024 | $3.9B | $3.9B | $25.7M | 65 | 58 |
| Mar 2024 | $3.9B | $3.9B | $25.7M | 65 | 58 |
| Dec 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Nov 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Sep 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Aug 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Aug 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Aug 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Aug 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Jun 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Apr 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Apr 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Feb 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Jan 2023 | $3.2B | $3.2B | $24.4M | 56 | 60 |
| Nov 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Nov 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Sep 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Sep 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Aug 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Aug 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Jul 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Apr 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Mar 2022 | $3.6B | $3.5B | $27.9M | 52 | 61 |
| Nov 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| May 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| Mar 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| Feb 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| Feb 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| Jan 2021 | $2.9B | $2.9B | $24.7M | 47 | 41 |
| Dec 2020 | $2.5B | $2.5B | $37.7M | 51 | 37 |
| Sep 2020 | $2.5B | $2.5B | $37.7M | 51 | 37 |
| Jul 2020 | $2.5B | $2.5B | $37.7M | 51 | 37 |
| Jun 2020 | $2.5B | $2.5B | $37.7M | 51 | 37 |
| Mar 2020 | $2.5B | $2.5B | $37.7M | 51 | 37 |
| Nov 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Nov 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Aug 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| May 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Mar 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Mar 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Mar 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Feb 2019 | $2.2B | $2.1B | $31.9M | 50 | 22 |
| Sep 2018 | $2.4B | $2.3B | $39.5M | 48 | 50 |
| Aug 2018 | $2.4B | $2.3B | $39.5M | 48 | 50 |
| Jul 2018 | $2.4B | $2.3B | $39.5M | 48 | 50 |
| Mar 2018 | $2.4B | $2.3B | $39.5M | 49 | 50 |
| Aug 2017 | $1.6B | $1.6B | $34M | 49 | 1,336 |
| Aug 2017 | $1.6B | $1.6B | $34M | 49 | 1,336 |
| Mar 2017 | $1.6B | $1.6B | $34M | 54 | 1,336 |
| Oct 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Oct 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Sep 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Aug 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Aug 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Jun 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Jun 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Jun 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Apr 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Mar 2016 | $1.4B | $1.4B | $35.1M | 47 | 1,257 |
| Dec 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Dec 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Nov 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Sep 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Aug 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Mar 2015 | $1.4B | $1.4B | $31M | 43 | 1,165 |
| Jan 2015 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Jan 2015 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Jan 2015 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Aug 2014 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Jun 2014 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Jun 2014 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Mar 2014 | $1.2B | $1.2B | $35.2M | 35 | 1,034 |
| Dec 2013 | $1B | $1B | $27M | 25 | 1,000 |
| Oct 2013 | $1B | $1B | $27M | 25 | 1,000 |
| Mar 2013 | $1B | $1B | $27M | 25 | 1,000 |
| Aug 2012 | $983M | $955M | $28M | 11 | 800 |
| Jul 2012 | $983M | $955M | $28M | 11 | 800 |
| Jul 2012 | $983M | $955M | $28M | 11 | 800 |
| May 2012 | $983M | $955M | $28M | 11 | 800 |
| May 2012 | $983M | $955M | $28M | 11 | 800 |
| Mar 2012 | $891.3M | $865.9M | $25.4M | 11 | 800 |
| Dec 2011 | $921.5M | $897.1M | $24.4M | 11 | 500 |
| Nov 2011 | $921.5M | $897.1M | $24.4M | 11 | 500 |
| Sep 2011 | $921.5M | $897.1M | $24.4M | -- | -- |
| May 2011 | $921.5M | $897.1M | $24.4M | -- | -- |
| Jan 2011 | $55.6M | $55.6M | $0 | -- | -- |
| May 2010 | $55.6M | $55.6M | $0 | -- | -- |
| Apr 2010 | $55.6M | $55.6M | $0 | -- | -- |
| Jul 2009 | $42.8M | $42.8M | $0 | 5 | -- |
| Jun 2009 | $42.8M | $42.8M | $0 | 5 | -- |
| Mar 2008 | $162M | $162M | $0 | 5 | -- |
| Mar 2007 | $155.4M | $132.6M | $22.7M | 5 | -- |
| Mar 2006 | $26.5M | $26.5M | $0 | 5 | -- |
| Jun 2005 | $25.7M | $25.7M | $0 | 5 | -- |
| Dec 2004 | $282.7M | $0 | $282.7M | 10 | -- |
| Apr 2004 | $282.7M | $0 | $282.7M | 10 | -- |
DateSep 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateJul 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateJun 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateApr 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateFeb 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateFeb 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$53M
Employees67
Clients44
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$25.7M
Employees65
Clients58
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$25.7M
Employees65
Clients58
DateMar 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$25.7M
Employees65
Clients58
DateMar 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$25.7M
Employees65
Clients58
DateDec 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateNov 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateSep 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateAug 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateAug 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateAug 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateAug 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateJun 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateApr 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateApr 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateFeb 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateJan 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$24.4M
Employees56
Clients60
DateNov 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateNov 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateSep 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateSep 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateAug 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateAug 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateJul 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateApr 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateMar 2022
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$27.9M
Employees52
Clients61
DateNov 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateMay 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateMar 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateFeb 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateFeb 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateJan 2021
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$24.7M
Employees47
Clients41
DateDec 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$37.7M
Employees51
Clients37
DateSep 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$37.7M
Employees51
Clients37
DateJul 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$37.7M
Employees51
Clients37
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$37.7M
Employees51
Clients37
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$37.7M
Employees51
Clients37
DateNov 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateNov 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateAug 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateMay 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateFeb 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$31.9M
Employees50
Clients22
DateSep 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39.5M
Employees48
Clients50
DateAug 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39.5M
Employees48
Clients50
DateJul 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39.5M
Employees48
Clients50
DateMar 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39.5M
Employees49
Clients50
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$34M
Employees49
Clients1,336
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$34M
Employees49
Clients1,336
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$34M
Employees54
Clients1,336
DateOct 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateOct 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateSep 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateAug 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateAug 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateJun 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateJun 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateJun 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateApr 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$35.1M
Employees47
Clients1,257
DateDec 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateDec 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateNov 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateSep 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateAug 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31M
Employees43
Clients1,165
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateAug 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateJun 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateJun 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$35.2M
Employees35
Clients1,034
DateDec 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$27M
Employees25
Clients1,000
DateOct 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$27M
Employees25
Clients1,000
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$27M
Employees25
Clients1,000
DateAug 2012
Total AUM$983M
Discretionary$955M
Non-Disc.$28M
Employees11
Clients800
DateJul 2012
Total AUM$983M
Discretionary$955M
Non-Disc.$28M
Employees11
Clients800
DateJul 2012
Total AUM$983M
Discretionary$955M
Non-Disc.$28M
Employees11
Clients800
DateMay 2012
Total AUM$983M
Discretionary$955M
Non-Disc.$28M
Employees11
Clients800
DateMay 2012
Total AUM$983M
Discretionary$955M
Non-Disc.$28M
Employees11
Clients800
DateMar 2012
Total AUM$891.3M
Discretionary$865.9M
Non-Disc.$25.4M
Employees11
Clients800
DateDec 2011
Total AUM$921.5M
Discretionary$897.1M
Non-Disc.$24.4M
Employees11
Clients500
DateNov 2011
Total AUM$921.5M
Discretionary$897.1M
Non-Disc.$24.4M
Employees11
Clients500
DateSep 2011
Total AUM$921.5M
Discretionary$897.1M
Non-Disc.$24.4M
Employees--
Clients--
DateMay 2011
Total AUM$921.5M
Discretionary$897.1M
Non-Disc.$24.4M
Employees--
Clients--
DateJan 2011
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$155.4M
Discretionary$132.6M
Non-Disc.$22.7M
Employees5
Clients--
DateMar 2006
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$25.7M
Discretionary$25.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$282.7M
Discretionary$0
Non-Disc.$282.7M
Employees10
Clients--
DateApr 2004
Total AUM$282.7M
Discretionary$0
Non-Disc.$282.7M
Employees10
Clients--