Tenet Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,987,349
Clients
379
Advisors
3
of 4 employees
About
Tenet Wealth Partners provides discretionary investment management and financial planning to a mix of clients, including individuals, families, trusts, institutional investors, and participants in employer retirement plans. It also offers retirement-plan consulting and may engage independent managers or sub‑advisors to manage portions of client assets.
The firm describes a hybrid investment approach that blends strategic and tactical asset allocation, using both active and passive strategies with an emphasis on diversification, tax efficiency, and cost control. Tenet’s methods include Modern Portfolio Theory, relative‑strength and trend‑following analysis, direct indexing (with tax‑loss harvesting considerations), bond laddering, options strategies, and ongoing monitoring and rebalancing.
What is noteworthy in the brochure is Tenet’s platform relationship with tru Independence for reporting, compliance, and technology support, plus use of third‑party tools such as Pontera for “held‑away” 401(k) management and optional access to Wealth.com for digital estate‑planning documents. The firm also discloses that some representatives hold insurance licenses (while stating they do not receive transaction-based insurance commissions) and that clients receive periodic written performance evaluations and updated disclosure materials.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be charged for financial planning and estate planning services (up to $1,500 for Wealth.com estate planning service).
up to 1.60% annually; fees may be a flat percentage, fixed dollar amount, or tiered schedule
Minimum fee: Minimum annual fee may be imposed but is discretionary and not clearly stated. Fee-only: Advisory fees charged; no commissions or transaction-based compensation.
Main office
301 N Neil Street, Suite 303
Champaign IL 61820
Advisors at this office
3
Most active in
Illinois · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle W
CFP®, Series 63
Champaign, IL
Tenet Wealth Partners, LLC
Kyle Wetters is a CFP® professional with 16 years of industry experience, currently serving at Tenet Wealth Partners, LLC. He has worked at firms including Sanctuary Advisors LLC, Busey Bank, Raymond James Financial Services, and Busey Trust Company. Wetters serves on the finance committees of the Carle Foundation and Habitat for Humanity of Champaign County and is a board member of the Mahomet Seymour Schools Foundation. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and participants in employer retirement plans. The firm employs a hybrid investment approach that combines strategic and tactical asset allocation with active and passive strategies, focusing on diversification, tax efficiency, and cost control.
Kevan M
CFP®, Series 66
Champaign, IL
Tenet Wealth Partners, LLC
Kevan Melchiorre is a CFP® professional at Tenet Wealth Partners, LLC with 16 years of industry experience. His prior roles include positions at Raymond James Financial Services and Busey Bank. He serves on the board of the Mahomet Area Youth Club Foundation, which supports youth programs through fundraising and community engagement. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and employer retirement plans. The firm employs a hybrid investment approach combining active and passive strategies focused on diversification, tax efficiency, and cost control.
Jama G
CFP®
Champaign, IL
Tenet Wealth Partners, LLC
Jama Grotelueschen is a CFP® professional with two years of industry experience, currently advising at Tenet Wealth Partners, LLC. Prior to joining Tenet, he worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is also involved in his local community as the head coach of the girls cross country team at Mahomet-Seymour High School and serves on the board of the Mahomet Seymour Schools Foundation. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and retirement plan participants. The firm uses a hybrid investment approach combining strategic and tactical asset allocation with active and passive strategies, emphasizing diversification, tax efficiency, and cost control.
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