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TD PRIVATE CLIENT WEALTH LLC
CRD 164484 · SEC 801-77771
1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017, United States
Phone
877-703-9896
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.57B
Discretionary AUM
$8.57B
Team
671 total employees; 482 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23833 | $3.08B |
| High net worth individuals | 1518 | $3.77B |
| Banking/thrift institutions | 1 | $20.0M |
| Pension/profit sharing plans | 32 | $200.4M |
| Charitable organizations | 110 | $443.1M |
| Insurance companies | 7 | $177.0M |
| Corporations/business entities | 184 | $561.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD