TENDFUL WEALTH PLANNING

TENDFUL WEALTH PLANNING is an SEC-registered investment adviser in Utica, NY. It has one employee and one investment adviser. The firm is based in Utica.

TENDFUL WEALTH PLANNING

TENDFUL WEALTH PLANNING is an SEC-registered investment adviser in Utica, NY. It has one employee and one investment adviser. The firm is based in Utica.

General information

Firm type

Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is known about TENDFUL WEALTH PLANNING's investment strategy?

Nothing is publicly known. The firm maintains no website, regulatory filings naming its strategy, or portfolio disclosures. Its self-designation as 'wealth planning' suggests a focus on tax, estate, and governance structures rather than an externally facing investment mandate, but no primary documents confirm that inference.

Who runs TENDFUL WEALTH PLANNING?

The principals are not publicly identified. No founders, CIOs, or managing directors appear in corporate filings, press mentions, or LinkedIn records tied to the firm.

Is there any way for external managers or allocators to engage with this family office?

Under current public conditions, no. The firm does not publish contact information, maintain an online presence, or appear in allocator databases that would allow external managers to initiate a relationship. Inbound outreach would require an existing personal network connection.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.