Investment adviser · CRD 332512

TFR WEALTH MANAGEMENT

Investment adviser filing (IA)

TFR WEALTH MANAGEMENT, LLC

PLANO, TX, United States · Form ADV filed Jul 23, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 23, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5830 GRANITE PARKWAY, SUITE 100-222
PLANO, TX, 75024, United States

CRD 332512

Filing source

Form ADV 1890776 · Jul 23, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.