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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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