Tenet Wealth Partners, LLC

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Tenet Wealth Partners is an SEC‑registered investment adviser formed in 2021 that offers discretionary investment management, financial planning, and retirement‑plan advisory and consulting services. In line with many investment managers, it generally charges asset‑based fees and provides ongoing portfolio supervision and written reports to clients.

The firm describes a dynamic, hybrid investment approach that blends strategic and tactical asset allocation, using both passive and active strategies, Modern Portfolio Theory, and tools such as direct indexing, bond‑laddering, options, and alternative investments with an emphasis on tax efficiency and cost control. For retirement accounts, Tenet provides 401(k) participant services and uses a third‑party platform (Pontera) to manage held‑away plan assets and perform rebalancing consistent with client objectives.

Distinctive features include a focus on retirement plan and pension advisory services and the use of third‑party technology for estate‑planning document creation (Wealth.com), which goes beyond typical pooled‑vehicle managers. The firm operates with a small team and reported no assets under management at filing, and its supervised persons include licensed insurance agents who may offer commissionable insurance products and disclose potential platform fee relationships with service providers.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Options & derivatives strategies

Fee options

Fixed

Fixed fees may be charged for Financial Planning and other advisory services; Wealth.com estate planning services fee up to $1,500 based on plan complexity.

Other

Account minimum: No minimum portfolio value required; however, a minimum annual fee may be imposed at the Firm’s discretion and can be waived. Minimum fee: Firm may impose a stated minimum annual fee, which may be waived at the Firm’s discretion. Fee-only: Fees based on assets under management or advisement, fixed fees, or tiered fee schedules are offered; annual investment management fees up to 1.0% charged monthly in advance.

Main office location

Tenet Wealth Partners, LLC

301 N Neil Street, Suite 303

Champaign IL 61820, United States

Number of offices

Most active in

Illinois · Louisiana · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 971-371-3450

Advisors at this firm

Kyle W

CFP®, Series 63

Champaign, IL

Tenet Wealth Partners, LLC

Kyle Wetters is a financial advisor at Tenet Wealth Partners, LLC with 15 years of industry experience. He holds the CFP® designation and has worked at firms including Sanctuary Advisors LLC, Busey Bank, and Raymond James Financial Services. Wetters serves on the finance committee of the Carle Foundation and is involved with the Mahomet Seymour Schools Foundation and Habitat for Humanity of Champaign County. Tenet Wealth Partners is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a hybrid investment approach combining strategic and tactical asset allocation with both passive and active strategies, emphasizing tax efficiency and cost control.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Options & derivatives strategies

Kevan M

CFP®, Series 66

Champaign, IL

Tenet Wealth Partners, LLC

Kevan Melchiorre is a CFP® with 16 years of industry experience, currently serving as an advisor at Tenet Wealth Partners, LLC. His prior roles include positions at Sanctuary Securities, Sanctuary Advisors, Busey Bank, and Raymond James Financial Services. Melchiorre serves on the board of the Mahomet Area Youth Club Foundation, supporting fundraising and operational efforts for the organization. Tenet Wealth Partners is an SEC-registered investment adviser that provides discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a hybrid investment approach combining strategic and tactical asset allocation with both passive and active strategies, emphasizing tax efficiency and cost control.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Options & derivatives strategies

Jama G

CFP®

Champaign, IL

Tenet Wealth Partners, LLC

Jama Grotelueschen is a CFP® professional with one year of industry experience, currently serving at Tenet Wealth Partners, LLC. Prior to this, Jama worked at Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. Outside of financial advising, Jama is the head coach for girls cross country at Mahomet-Seymour High School and serves on the board of the Mahomet Seymour Schools Foundation. Tenet Wealth Partners, formed in 2021, is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a hybrid investment approach combining strategic and tactical asset allocation with both passive and active strategies, emphasizing tax efficiency and cost control.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Options & derivatives strategies

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