TFO Wealth Partners
TFO Wealth Partners, established in 2003, is a wealth manager and registered investment adviser based in Maumee, Ohio. It provides investment advisory services, including financial planning and portfolio management.
TFO Wealth Partners
TFO Wealth Partners, established in 2003, is a wealth manager and registered investment adviser based in Maumee, Ohio. It provides investment advisory services, including financial planning and portfolio management. Services are offered to individuals, high-net-worth individuals, and various organizations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Maumee
Corporate office
1440 Arrowhead Drive
Frequently asked questions
What is TFO Wealth Partners?
TFO Wealth Partners is a bank / wealth / trust headquartered in Maumee.
When was TFO Wealth Partners founded?
TFO Wealth Partners was founded in 2003.
Where is TFO Wealth Partners headquartered?
TFO Wealth Partners is headquartered in Maumee, in the North America region.
What does Altss track for TFO Wealth Partners?
Altss maintains an OSINT-verified profile of TFO Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is TFO Wealth Partners's website?
TFO Wealth Partners's public website is tfowealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is TFO Wealth Partners?
TFO Wealth Partners is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on TFO Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for TFO Wealth Partners?
TFO Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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