SourcingSourcing

TENET WEALTH PARTNERS, LLC

C33
CRD 339818·SEC 801-135114·CHAMPAIGN, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENET WEALTH PARTNERS, LLC
CRD
339818
SEC file #
801-135114
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
CHAMPAIGN IL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
02/01/2026
ADV-W filed at
—
Website
tenetwealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MELCHIORRE, KEVAN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MELCHIORRE, KEVAN, MICHAEL
WETTERS, KYLE, BRENDAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TENETWEALTHPARTNERS.COM
Rdap Domain Creation Date
2020-12-07T21:50:59Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1127
Soi Zip Pct 200k Plus
0.0284
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
543,873
Fdic Zip Total Deposits
47,694,090,000
Fdic Zip Branch Count
631
Fdic Zip Top Banks
Busey Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
BankIllinoisChampaign, IL
BankIllinoisChampaign, IL
Fdic Zip HHI
1337.78
Fdic Zip Top Bank Share Pct
31.24
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-12-07T21:50:59Z
Rdap Domain Last Changed
2026-04-30T15:48:42Z
Rdap Nameservers
Surina.ns.cloudflare.comTadeo.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,760
Returns3,700
Stub 2
AGI110,342
Returns3,090
Stub 3
AGI80,635
Returns1,320
Soi Zip Total Business Income
13,337
Soi Zip Total Cap Gains
23,627
Soi Zip Total Dividends
11,907
Soi Zip Total Returns
9,850
Top Owner CRD
4975390
Trust Company Affiliate
No

People (4)

4
MELCHIORRE, KEVAN, MICHAEL
IAR · Direct Owner · 62.5%
4975390
WETTERS, KYLE, BRENDAN
IAR · Direct Owner · 62.5%
5764138
BRADLEY RICHARD STARK
Executive Officer · 2.5%
4094102
Jama R Grotelueschen
IAR
7994941