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Trustee · TFO Wealth Partners

Cleves R. Delp

CRD 2368975 · Named on Form ADV at 2 SEC-registered advisers

At a glance

TFO Wealth Partners, an SEC-registered wealth manager based in Maumee, OH with $5.7 billion in regulatory assets, lists Cleves R. Delp on its Form ADV as Trustee, a control person. The SEC filings also name Cleves at 1 other registered adviser.

Firms and roles

AtlasMembers

Cleves’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Cleves on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cleves’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.