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Chief Investment Officer · TFO Wealth Partners

Matthew D. Sheridan

CRD 5555327 · Named on Form ADV at one SEC-registered adviser

At a glance

TFO Wealth Partners, an SEC-registered wealth manager based in Maumee, OH with $5.7 billion in regulatory assets, lists Matthew D. Sheridan on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • TFO Wealth PartnersChief Investment OfficerWealth manager · Maumee, OH · $5.7B in regulatory assets

AtlasMembers

Matthew’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 the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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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

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