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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2003
- Office Locations
- 8
Office Locations
About TFO Wealth Partners
TFO Wealth Partners is a fee-only RIA providing customized financial life management for high-net-worth individuals, families, and business owners. The team delivers integrated wealth planning and portfolio management spanning tax, estate, retirement, and business-succession needs, using a multi-asset approach that includes public funds, ETFs, and fixed income. Offices across multiple U.S. markets; named to Financial Planning’s 2025 RIA Leaders Top 150.
Reported data analysis
What the numbers show
Between September 11, 2025 and April 24, 2026, reported AUM increased 16.7%, from $4.9B to $5.7B.
Across 5 reported observations, AUM increased 59.4% between November 16, 2022 and April 24, 2026, from $3.6B to $5.7B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 55 advisory representatives and 2,033 clients, or 37 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 8 reported office locations and 23 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Zowe Donya Clark
Chief Compliance Officer
- CRD
- #7532996
- Ownership
- Less than 5%
CHRISTOPHER EDWARD ERBLICH
Chairman, Chief Executive Officer, DIRECTOR, Partner, Secretary, TREASURER
- CRD
- #4731912
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Nathan David Aloi
Family Wealth Adviser
- CRD
- #7759019
Nicholas Herbert Bader
Associate
- CRD
- #7787128
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,615,762,959 | $1,062,585 |
| Non-Discretionary | $45,127,733 | $805,852 |
| Total | $5,660,890,692 | $1,059,893 |
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Separately Managed Accounts
SMA allocation detail is available
TFO Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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TFO Wealth Partners's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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