TENET WEALTH PARTNERS, LLC

Overview

Tenet Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and it also operates an insurance brokerage business alongside its advisory practice. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and client education through newsletters and seminars. Tenet charges a mix of percentage-of-AUM and fixed fees (with other fee arrangements also used). The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. It does not operate as a capital allocator, which suggests it sources alternative exposures through third-party managers rather than running its own commingled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives