TENET WEALTH PARTNERS, LLC
  • TENET WEALTH PARTNERS, LLC

Adviser Profile

As of Date 08/26/2026
Registration SEC, Approved, 01/06/2026
Other registrations (1)
ADV Location CHAMPAIGN, IL, United States
Contact Info 217 xxxxxxx
Websites
AUM* 246,867,155
of that, discretionary 226,683,086
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 558,523
% High Net Worth 7.47%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR $ Position$34,505,388 % Position26.00% $ Change # Change
Stck Ticker46654Q716 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$6,956,693 % Position5.00% $ Change # Change
Stck Ticker921937819 Stock NameVANGUARD BD INDEX FDS $ Position$5,360,048 % Position4.00% $ Change # Change
Stck Ticker37954Y673 Stock NameGLOBAL X FDS $ Position$5,946,938 % Position4.00% $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$3,624,856 % Position3.00% $ Change # Change
Stck Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$3,868,546 % Position3.00% $ Change # Change
Stck Ticker78463X509 Stock NameSPDR INDEX SHS FDS $ Position$4,155,037 % Position3.00% $ Change # Change
Stck Ticker464288521 Stock NameISHARES TR $ Position$2,058,831 % Position2.00% $ Change # Change
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$2,136,094 % Position2.00% $ Change # Change
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$2,169,968 % Position2.00% $ Change # Change