Tfo Wealth Partners

Overview

Tfo Wealth Partners is an SEC registered investment adviser based in Maumee, OH, registered since 2003. It reports $5.7B in assets under management across 5,341 accounts, with 67 employees. It has 35 investment adviser representatives.

Reported AUM

$5.7B

Discretionary

99%

Accounts

5,341

Average account

$1.1M

Employees

67

Advisory reps

35

Registered since

2003

Jurisdictions

29

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 5

• Brady Michael Fineske President, Chief Compliance Officer CRD 4509147
• Matthew David Sheridan Chief Investment Officer CRD 5555327
• Zowe Donya Clark Chief Compliance Officer CRD 7532996

2 more executive officers, with direct contact details

Advisory reps 3 of 35

• Nathan David Aloi Investment Adviser Rep CRD 7759019
• Nicholas Herbert Bader Investment Adviser Rep CRD 7787128
• Anna Maria Brubaker Investment Adviser Rep CRD 7697288

32 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1440 Arrowhead Dr
Maumee, OH 43537

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: tfopartners.com

Every state, with registration dates

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