# TFO WEALTH PARTNERS, LLC

TFO WEALTH PARTNERS, LLC of MAUMEE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 124407
- Type: SEC-registered investment adviser
- SEC file number: 801-62074
- Location: 1440 ARROWHEAD DRIVE, MAUMEE, OH, 43537
- Phone: 419-891-9999
- Latest filing: 2026-04-24
- Regulatory AUM: $5.7B
- Discretionary AUM: $5.6B
- Non-discretionary AUM: $45.1M
- Clients: 67
- Accounts: 5,341

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Edward Erblich | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Cleves Richard Delp | TRUSTEE | — |
| Brady Michael Fineske | MEMBER; PRESIDENT | — |
| James Robert Herrick | EXECUTIVE VICE PRESIDENT | — |
| Zowe Donya Clark | CHIEF COMPLIANCE OFFICER | — |
| Matthew David Sheridan | CHIEF INVESTMENT OFFICER | — |
| Adele Marie Sobieszczanski | EXECUTIVE VICE PRESIDENT | — |
| MERRILL CHARLES EUGENE | CEO | — |
| KIRLEY TERRI MARRIOTT | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| CARRICO ANDREA SUE | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| COOPER JAMES HUGH | MANAGER | — |
| DELP BRADLEY JOHN | TRUSTEE | — |
| DELP CLEVES RICHARD | MANAGER; MANAGER; TRUSTEE OF MSJMR 2008 IRREVOCABLE TRUST; MANAGING MEMBER (+1 more) | — |
| ERBLICH CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CO-TRUSTEE (+8 more) | — |
| SMITH GREGORY R | MEMBER | — |
| SHERMAN DAVID S | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BOYLE PATRICK WALTER | CHIEF COMPLIANCE OFFICER | — |
| ERBLICH LORRAINE CATHERINE | CO-TRUSTEE | — |
| FINESKE BRADY Michael | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TRACEY CHRISTOPHER DAVID | CHIEF COMPLIANCE OFFICER | — |
| SOBIESZCZANSKI ADELE MARIE | EXECUTIVE VICE PRESIDENT | — |
| BOWERS ROBERT V | COO | — |
| BOWERS ROBERT VERNON | COO; COO & CHRO | — |
| KRAJCAR DEJAH LEE | CHIEF COMPLIANCE OFFICER | — |
| HERRICK JAMES ROBERT | EXECUTIVE VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124407/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124407/similar
- Related entities: https://search.stillhousedata.com/firm/124407/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124407

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.