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Family officesOfficeoutsourced family office · candidate

TFO Wealth Partners

Family Offices

Maumee, OH

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:c9d4c127-f7a2-4d62-b2f2-b8f21cb7e178

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 21, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 40
On other graphs: 1
Observed: Sep 12, 2026 to Sep 20, 2026
71 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

TFO WEALTH PARTNERS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $5.7BForm ADV, as of 2026-04-24
13F value: $735M72 positions, 2026-03-31; never AUM
Private funds: 0
Investments: 0
Direct investments: 0
People: 6
Decision makers: 4derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
James Robert Herrick	Executive Vice President	leadership	principal	n/a	yes	fact
Christopher Edward Erblich	Chief Executive Officer	leadership	principal	n/a	yes	fact
Zowe Donya Clark	Chief Compliance Officer	operations	senior	n/a	yes	fact
Matthew David Sheridan	Chief Investment Officer	cio	principal	n/a	yes	fact
Brady Michael Fineske	President	leadership	principal	n/a	yes	fact
Zowe Clark	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (6)

→ Zowe ClarkPersonChief Compliance Officer
factForm 13F
→ Matthew David SheridanPersonChief Investment Officer
Feb 1, 2025 to presentfactForm ADV
→ Zowe Donya ClarkPersonChief Compliance Officer
Jan 1, 2025 to presentfactForm ADV
→ James Robert HerrickPersonExecutive Vice President
Mar 1, 2024 to presentfactForm ADV
→ Brady Michael FineskePersonPresident
Nov 1, 2015 to presentfactForm ADV
→ Christopher Edward ErblichPersonChief Executive Officer
Aug 1, 2023 to presentfactForm ADV

Related to (1)

← Luminous FoundationFoundationShared address
inferenceForm 990-PF

Owns (2)

← Fineske Financial, LLCOrg10% to 25% (Member)
Oct 1, 2025 to presentfactForm ADV
← TFO Partners, Inc.Org75% or more (Owner)
Jan 1, 2023 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
TFO Wealth Partners: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (TFO Wealth Partners is a $5.7B wealth management firm that sells wealth planning and family office services to client families.)
First seen by DFX
Sep 12, 2026
date not stated
TFO Wealth Partners found on the SEC adviser roster (services_description)
Occurred
May 8, 2026
TFO Wealth Partners, LLC reported $735,385,487 across 72 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Vanguard Index Fds 10,227 -> 14,107 shares ($6,413,726 -> $8,429,488)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC opened a $2,676,368 position in Voya Financial Inc (39,174 shares)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased American Centy Etf Tr 9,844 -> 28,931 shares ($810,396 -> $2,454,509)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Dimensional Etf Trust 87,136 -> 172,560 shares ($2,882,468 -> $5,961,953)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Dimensional Etf Trust 234,159 -> 476,242 shares ($8,069,125 -> $16,920,878)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased J P Morgan Exchange Traded F 342,711 -> 457,941 shares ($17,457,713 -> $23,345,842)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Vanguard Bd Index Fds 14,487 -> 38,349 shares ($1,073,026 -> $2,824,020)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Vanguard Index Fds 63,181 -> 95,970 shares ($5,590,853 -> $8,512,524)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Vanguard Malvern Fds 51,961 -> 140,480 shares ($4,047,526 -> $10,870,328)
Occurred
Mar 31, 2026
TFO Wealth Partners, LLC increased Vanguard Mun Bd Fds 29,732 -> 82,559 shares ($2,246,811 -> $6,204,317)
Occurred
Feb 5, 2026
TFO Wealth Partners, LLC reported $668,197,346 across 51 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased Dimensional Etf Trust 27,952 -> 87,136 shares ($896,424 -> $2,882,468)
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased Dimensional Etf Trust 79,379 -> 234,159 shares ($2,602,837 -> $8,069,125)
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased J P Morgan Exchange Traded F 63,594 -> 342,711 shares ($3,245,827 -> $17,457,713)
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased Vanguard Index Fds 49,187 -> 63,181 shares ($4,496,636 -> $5,590,853)
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased Vanguard Malvern Fds 7,800 -> 51,961 shares ($611,619 -> $4,047,526)
Occurred
Dec 31, 2025
TFO Wealth Partners, LLC increased Vanguard Mun Bd Fds 13,340 -> 29,732 shares ($1,003,810 -> $2,246,811)
Occurred
Oct 21, 2025
TFO Wealth Partners, LLC reported $613,472,246 across 50 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
TFO Wealth Partners, LLC opened a $2,602,837 position in Dimensional Etf Trust (79,379 shares)
Occurred
Aug 7, 2025
TFO Wealth Partners, LLC reported $568,219,259 across 42 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
TFO Wealth Partners, LLC opened a $2,350,058 position in Vanguard Instl Index Fd (31,106 shares)
Occurred
Jun 30, 2025
TFO Wealth Partners, LLC increased Vanguard Index Fds 8,428 -> 11,130 shares ($4,331,289 -> $6,322,235)
Occurred
Jun 30, 2025
TFO Wealth Partners, LLC opened a $2,353,681 position in J P Morgan Exchange Traded F (46,442 shares)
Occurred
Jun 30, 2025
TFO Wealth Partners, LLC opened a $2,354,069 position in Ishares Tr (97,075 shares)
Occurred
Jun 30, 2025
TFO Wealth Partners, LLC opened a $3,014,849 position in J P Morgan Exchange Traded F (59,208 shares)
Occurred
May 8, 2025
TFO Wealth Partners, LLC reported $504,245,227 across 39 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $9,688,982 position in Ishares Tr (92,655 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,711,087 position in Ishares Tr (30,416 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,848,959 position in Ishares Tr (6,850 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $27,789,272 position in Ishares Tr (90,596 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $6,414,121 position in Ishares Tr (17,763 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,777,324 position in Ishares Tr (18,935 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,937,243 position in Vanguard Index Fds (43,486 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $4,331,289 position in Vanguard Index Fds (8,428 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,098,028 position in Vanguard Intl Equity Index F (68,450 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $3,983,777 position in Vanguard Star Fds (64,151 shares)
Occurred
Mar 31, 2025
TFO Wealth Partners, LLC opened a $222,710,428 position in Vanguard Tax-Managed Fds (4,381,476 shares)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form 13F), 1 website (Form ADV) · as of 2026-09-12

Zowe Clark
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Matthew David Sheridan (Chief Investment Officer), Zowe Donya Clark (Chief Compliance Officer), James Robert Herrick (Executive Vice President), Brady Michael Fineske (President), Christopher Edward Erblich (Chief Executive Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:c9d4c127-f7a2-4d62-b2f2-b8f21cb7e178
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 25 h ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TFO Wealth Partners

Family Offices

Maumee, OH

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:c9d4c127-f7a2-4d62-b2f2-b8f21cb7e178

Person

Title

Role

Seniority

Family member

Current

Evidence

James Robert Herrick

Executive Vice President

leadership

principal

n/a

yes

fact

Christopher Edward Erblich

Chief Executive Officer

leadership

principal

n/a

yes

fact

Zowe Donya Clark

Chief Compliance Officer

operations

senior

n/a

yes

fact

Matthew David Sheridan

Chief Investment Officer

cio

principal

n/a

yes

fact

Brady Michael Fineske

President

leadership

principal

n/a

yes

fact

Zowe Clark

Chief Compliance Officer

operations

unknown

n/a

yes

fact