RIA Intelligence

TFS ADVISORS, LLC

CRD #167653 SEC #801-121268 EDMONDS, WA (425) 776-0446
SEC Registered
Total AUM
$135.1M
Discretionary
$0
Employees
3
Clients
101
Accounts
415

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 4, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TERWEDO, DALE, ROBERTIMANAGING MEMBER - CCOE Control
TERWEDO, AARON, MATTHEWIVICE PRESIDENT, FINANCIAL PLANNING, MEMBERD Control
TERWEDO, AARON, MATTHEWIMANAGING MEMBER, VICE PRESIDENT - FINANCIAL PLANNINGD Control
TERWEDO, AARON, MATTHEWIMANAGING MEMBER, VICE PRESIDENT - FINANCIAL PLANNINGD Control
TERWEDO, AARON, MATTHEWIMANAGING MEMBER, VICE PRESIDENT - FINANCIAL PLANNINGD Control
TERWEDO, AARON, MATTHEWIMANAGING MEMBER, VICE PRESIDENT - FINANCIAL PLANNINGD Control
TERWEDO, AARON, MATTHEWIMANAGING MEMBER, VICE PRESIDENT - FINANCIAL PLANNINGD Control
TERWEDO, DALE, ROBERTIMANAGING MEMBER - CCOD Control
TERWEDO, DALE, ROBERTIMANAGING MEMBER - CCOD Control
TERWEDO, DALE, ROBERTIMANAGING MEMBER - CCOD Control
TERWEDO, AARON, MATTHEWIVICE PRESIDENT, FINANCIAL PLANNINGC Control
TERWEDO, AARON, MATTHEWIVICE PRESIDENT, FINANCIAL PLANNINGC Control
TERWEDO, AARON, MATTHEWIVICE PRESIDENT, FINANCIAL PLANNINGC Control
TERWEDO, DALE, ROBERTIMANAGING MEMBER - CCOC Control
TERWEDO, DALE, ROBERTIMEMBER, CCOC Control
TERWEDO, DALE, ROBERTIMEMBER, CCOC Control
TERWEDO, DALE, ROBERTIMEMBER, CCOC Control
TERWEDO, DALE, ROBERTIMEMBER, CCOC Control
TERWEDO, DALE, ROBERTIMEMBER, CCOC Control
TERWEDO, AARON, MATTHEWIVICE PRESIDENT, FINANCIAL PLANNINGB Control

Registrations

Federal

IA
Sep 4, 2025 REGISTERED

Notice Filings (4)

AZ CA TX WA

Address

100 2ND AVE S.
SUITE 300
EDMONDS, WA 98020
United States
Phone: (425) 776-0446