Tfo Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

124407

SEC number

801-62074

Firm type

RIA

Assets under management

$5.7B as of Apr 24, 2026

Website

x.com/tfowealth ↗

Phone

419-891-9999

Address

1440 Arrowhead Drive, Maumee, OH, 43537

Advisors at this firm

35 in our index · page 1 of 1

• Nathan David AloiCRD 7759019 · Maumee, OH
  IA Registered
• Nicholas Herbert BaderCRD 7787128 · Maumee, OH
  IA Registered
• Anna Maria BrubakerCRD 7697288 · Maumee, OH
  IA Registered
• Jordan L CrabbCRD 6635390 · Maumee, OH
  IA RegisteredRegistration inactive
• Megan O'dean CameronCRD 6644533 · Maumee, OH
  IA Registered
• Bruce Donovan CartwrightCRD 6641812 · Maumee, OH
  IA Registered
• Abigail Noelle CiucciCRD 7618102 · Grandview Heights, OH
  IA Registered
• Zowe Donya ClarkCRD 7532996 · Maumee, OH
  IA Registered
• John David CordesCRD 7218670 · Maumee, OH
  IA Registered
• Jacob Steven DryfuseCRD 7673405 · Maumee, OH
  IA Registered
• Jason Jeremy EichenbergCRD 8083165 · Maumee, OH
  IA RegisteredRegistration inactive
• Brady Michael FineskeCRD 4509147 · Maumee, OH
  IA Registered
• James Robert HerrickCRD 4952836 · Maumee, OH
  IA Registered
• Melanie Marks HitchenCRD 3082498 · Winchester, VA
  IA Registered
• Katharine HellerCRD 8261794 · Maumee, OH
  IA Registered
• Chad Wesley KreilickCRD 4751206 · Maumee, OH
  IA Registered
• Zachary Augustus KentCRD 8213220 · Maumee, OH
  IA Registered
• Joseph Paul KrebsCRD 8148176 · Maumee, OH
  IA Registered
• Michael William LynchCRD 6916520 · Maumee, OH
  IA Registered
• Michael Seth MillerCRD 5607065 · Houston, TX
  IA Registered
• Scott Jeffrey MorganCRD 6548325 · Maumee, OH
  IA Registered
• Jaden Grant McmullenCRD 7655082 · Maumee, OH
  IA RegisteredRegistration inactive
• Michael Glenn RinaldiCRD 3008708 · Moreland Hills, OH
  IA RegisteredRegistration inactive
• Kristin Lea RauschCRD 7630091 · Maumee, OH
  IA Registered
• Steven Joel SchwartzCRD 1245360 · Houston, TX
  IA Registered
• Matthew David SheridanCRD 5555327 · Moorestown, NJ
  IA RegisteredRegistration inactive
• David Soltz ShermanCRD 5215565 · St Louis, MO
  IA Registered
• Sarah Ann SherwinCRD 5486461 · Maumee, OH
  IA RegisteredRegistration inactive
• Angelo Wells SpinazzeCRD 6830530 · Maumee, OH
  IA Registered
• Matthew Taylor SchwartzCRD 6843971 · Houston, TX
  IA Registered
• Donald Richard ScottCRD 6657760 · Phoenix, AZ
  IA Registered
• Stephanie Mary Smith-TremoulisCRD 5000149 · Winchester, VA
  IA Registered
• Tad Edward SobieszczanskiCRD 6708904 · Maumee, OH
  IA Registered
• Nicholas David SponsellerCRD 6548960 · Maumee, OH
  IA Registered
• Christopher Jacob WintersCRD 3137928 · Maumee, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.