DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Tenet Wealth Partners, LLC
Latest filing Aug 26, 2026
First filing on the tape Feb 1, 2026 · 3 filings
SEC status approved since Jan 6, 2026
RAUM
$247M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
88%
$217M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$82.3M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$247M as of Aug 26, 2026
Feb 1, 2026$0 then
HNW client RAUM$117M as of Aug 26, 2026
May 14, 2026$117M then
State-registered IARs (5.B.3)3 as of Aug 26, 2026
Feb 1, 20263 then
Employees (5.A)4 as of Aug 26, 2026
Feb 1, 20264 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $82.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 126derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $558,523derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$117M48%
- Individuals$99.8M41%
- Pension and profit-sharing plans$20.7M8.5%
- Charitable organizations$4.1M1.7%
- Corporations and businesses$3.1M1.2%
- Individual clients
- 346reported
- HNW clients
- 33reported
- Pension plan clients
- 12reported
- Charitable clients
- 19reported
- Accounts
- 442reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.88 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kevan Michael MelchiorreCertified Financial Planner | Champaign, Il | Feb 2, 2026 | 15 y | 3 |
| Kyle Brendan WettersCertified Financial Planner | Champaign, Il | Feb 2, 2026 | 19 y | 3 |
| Jama R GrotelueschenCertified Financial Planner | Champaign, Il | Feb 2, 2026 | 11 y | 1 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kyle Brendan Wetters from Sanctuary Advisors, LLCFeb 2, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Jama R Grotelueschen from Sanctuary Advisors, LLCFeb 2, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- Kevan Michael Melchiorre from Sanctuary Advisors, LLCFeb 2, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Champaign, Il · principal | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 442Feb 1, 2026 to May 14, 2026
- Charity clients · unset to 19.0Feb 1, 2026 to May 14, 2026
- Corporate clients · unset to 7.0Feb 1, 2026 to May 14, 2026
- HNW clients · unset to 33.0Feb 1, 2026 to May 14, 2026
- Individual clients · unset to 346.0Feb 1, 2026 to May 14, 2026
- Pension plan clients · unset to 12.0Feb 1, 2026 to May 14, 2026
- Custody of client assets · true to falseFeb 1, 2026 to May 14, 2026
- Financial planning clients · 0 to 1-10Feb 1, 2026 to May 14, 2026
- Discretionary RAUM · $0 to $227MFeb 1, 2026 to May 14, 2026
- HNW RAUM · unset to 117235300.0Feb 1, 2026 to May 14, 2026
- Individual RAUM · unset to 99752049.0Feb 1, 2026 to May 14, 2026
- Non-discretionary RAUM · $0 to $20.2MFeb 1, 2026 to May 14, 2026
- Pension RAUM · unset to 20737643.0Feb 1, 2026 to May 14, 2026
- RAUM · $0 to $247MFeb 1, 2026 to May 14, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- inkedin.com/company/tenetwealthpartnersreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 217-281-4250reportedpublic record, Form ADV, Aug 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $82.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026