TFR WEALTH MANAGEMENT, LLC
Legal name: TFR WEALTH MANAGEMENT
CRD #332512 SEC #801-130932 PLANO, TX 972-599-3389
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
4
Clients
0
Accounts
0
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUFF, MELANIE, ADRIENNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUFF, MELANIE, ADRIENNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUFF, MELANIE, ADRIENNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUNHAM, JOSHUA, RYAN | I | MANAGING DIRECTOR | E | Control |
| DUNHAM, JOSHUA, RYAN | I | MANAGING DIRECTOR | E | Control |
| DUNHAM, JOSHUA, RYAN | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Jul 22, 2024 REGISTERED
Address
5830 GRANITE PARKWAYSUITE 100-222
PLANO, TX 75024
United States
Phone: 972-599-3389