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TL PRIVATE WEALTH
TL PRIVATE WEALTH LLC
CRD 167818 · SEC 801-110449
165 S KIMBALL AVE, SUITE 120, SOUTHLAKE, TX, 76092, United States
Phone
682-831-1048
Fax
682-727-5088
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$364.5M
Discretionary AUM
$364.5M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $52.8M |
| High net worth individuals | 125 | $311.7M |
States served
CA, CO, GA, LA, OK, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD