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Talon Private Wealth, LLC

● SEC registered since 2019CRD 298714SEC# 801-114857The Villages, FL
Export (members)
Reg. AUM
$876.9M
Employees
22
Accounts
4,586
Location
The Villages, FL

Talon Private Wealth, LLC assets under management

Talon Private Wealth, LLC operates as an SEC-registered investment adviser based in The Villages, FL. The firm has been registered since 2019. It reports $876.9 million in regulatory assets under management and employs 22 people.
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Talon Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Leila Mehrizi Shaver ControlChief Compliance OfficerUnder 5%2024
Robert Michael Lester ControlManaging MemberOver 75%2019

Frequently asked questions

How much does Talon Private Wealth, LLC manage?

Talon Private Wealth, LLC reports $876.9 million in regulatory assets under management on its Form ADV.

How many employees does Talon Private Wealth, LLC have?

Talon Private Wealth, LLC reports 22 employees.

Where is Talon Private Wealth, LLC located?

Talon Private Wealth, LLC is based in The Villages, FL and has been SEC-registered since 2019.

Does Talon Private Wealth, LLC disclose fund performance?

Talon Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11974 County Road 101, Suite 103, The Villages, FL 32162
Phone(352) 751-3200
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$816M
Non-discretionary$60.9M
Total (RAUM)$876.9M