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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Tenet Retirement Services LLC
TENET Retirement Services LLC is a Chesterfield, MO investment adviser focused on retail clients, providing financial planning and portfolio construction, including tax and estate planning and insurance/annuity guidance. Portfolios lean heavily on ETFs alongside investment-grade corporate and U.S. government/agency bonds. Custodies primarily with Altruist, supporting streamlined digital onboarding and model implementation.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Zachary Wayne Bradford
Chief Compliance Officer, Managing Partner
- CRD
- #6439639
- Ownership
- 25% but less than 50%
Kaleb James DePew
Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,995,750 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,995,750 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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