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Tl Private Wealth LLC

● SEC registered since 2017CRD 167818SEC# 801-110449Southlake, TX
Export (members)
Reg. AUM
$328.3M
Employees
5
Accounts
662
Location
Southlake, TX

Tl Private Wealth LLC assets under management

Tl Private Wealth LLC operates as an SEC-registered investment adviser based in Southlake, TX. The firm has been registered since 2017. It reports $328.3 million in regulatory assets under management and employs 5 people.

Tl Private Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Brad Christian Little ControlManaging Member - Cco50-75%2013
Dustin Richard Tondre ControlManaging Member50-75%2013

Frequently asked questions

How much does Tl Private Wealth LLC manage?

Tl Private Wealth LLC reports $328.3 million in regulatory assets under management on its Form ADV.

How many employees does Tl Private Wealth LLC have?

Tl Private Wealth LLC reports 5 employees.

Where is Tl Private Wealth LLC located?

Tl Private Wealth LLC is based in Southlake, TX and has been SEC-registered since 2017.

Does Tl Private Wealth LLC disclose fund performance?

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

Contact & registration

Address165 S Kimball Ave, Suite 120, Southlake, TX 76092
Phone682-831-1048
Fax682-727-5088
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$328.3M
Non-discretionary$0
Total (RAUM)$328.3M