Tenet Wealth Partners, LLC

RIASEC RegisteredEst. 2026

Total AUM

$247M

Discretionary

$227M

92% of AUM

Avg account

$559K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: Champaign, Illinois
CRD number: 339818
Registered since: January 6, 2026
Website: tenetwealthpartners.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI47.49%
Individuals40.41%
Pension & Profit Sharing Plans8.4%
Charitable Organizations1.65%
Corporations / Businesses1.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tenet Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and listed as owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services, as described in filings, include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and seminars. The firm also operates as an insurance broker and uses a mix of fee models (assets-under-management, fixed fees and other fee arrangements). Filings indicate the firm is not positioned as an active ESG investor and is not a multi-state adviser; the SEC registration year shown on the filing is 2026.