TFO Wealth Partners, LLC

Entity
Company
Business address
1440 Arrowhead Drive, 43537 Maumee, OH
Phone
4198919999
State of incorporation
OH
Fiscal year end
December 31
Former names
TFO-TDC, LLC (to 8/14/2023)
Signature 13F
Zowe Clark - Chief Compliance Officer
All SEC filings
View on sec.gov
TFO Wealth Partners, LLC has filed 26 SEC EDGAR filings since 1/27/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-19687
N-PX Open Document Open Filing Jul 24, 2025 Jun 30, 2025 028-19687
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-19687
13F-HR Open Document Open Filing Feb 7, 2025 Dec 31, 2024 028-19687
13F-HR Open Document Open Filing Nov 12, 2024 Sep 30, 2024 028-19687
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-19687
13F-HR Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-19687
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-19687
13F-HR/A Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-19687
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-19687
13F-HR Open Document Open Filing Nov 2, 2023 Sep 30, 2023 028-19687
13F-HR Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-19687
13F-HR Open Document Open Filing May 3, 2023 Mar 31, 2023 028-19687
13F-HR Open Document Open Filing Feb 3, 2023 Dec 31, 2022 028-19687
13F-HR Open Document Open Filing Nov 8, 2022 Sep 30, 2022 028-19687
13F-HR Open Document Open Filing Jul 18, 2022 Jun 30, 2022 028-19687
13F-HR Open Document Open Filing Apr 25, 2022 Mar 31, 2022 028-19687
13F-HR Open Document Open Filing Jan 21, 2022 Dec 31, 2021 028-19687
13F-HR Open Document Open Filing Nov 10, 2021 Sep 30, 2021 028-19687
13F-HR Open Document Open Filing Jul 14, 2021 Jun 30, 2021 028-19687
13F-HR Open Document Open Filing Apr 22, 2021 Mar 31, 2021 028-19687
13F-HR Open Document Open Filing Jan 29, 2021 Dec 31, 2020 028-19687
13F-HR Open Document Open Filing Oct 14, 2020 Sep 30, 2020 028-19687
13F-HR Open Document Open Filing Jul 17, 2020 Jun 30, 2020 028-19687
13F-HR Open Document Open Filing Apr 20, 2020 Mar 31, 2020 028-19687
13F-HR Open Document Open Filing Jan 27, 2020 Dec 31, 2019 028-19687