CRD: 339818
Tenet Wealth Partners, LLC
$246.9M Total AUM
$226.7M Disc. AUM
-- 3Y CAGR
4 Employees
577 ADV. Clients
0 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2026
- Office Locations
- 1
Office Locations
301 N Neil Street Suite 303 Champaign IL
About Tenet Wealth Partners, LLC
Tenet Wealth Partners, LLC is a Champaign-based RIA. The firm has been operating for 0 years. Managing $246.9M in total assets under management, with 3 advisory representatives. They custody assets with Pershing.
Team overview
39 AVG AGE
$82.3M AVG AUM / ADVISOR
$427.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
KEVAN MICHAEL MELCHIORRE
MANAGING DIRECTOR, Owner
- CRD
- #4975390
- Ownership
- 50% but less than 75%
Available
Available
Available
KYLE BRENDAN WETTERS
MANAGING DIRECTOR, Owner
- CRD
- #5764138
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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Jama R Grotelueschen
Associate Wealth Advisor
- CRD
- #7994941
Available
Available
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Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,683,086 | $527,170 |
| Non-Discretionary | $20,184,069 | $1,682,006 |
| Total | $246,867,155 | $558,523 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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