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TL PRIVATE WEALTH

165 S Kimball Ave
Suite 120
Southlake, Texas 76092
Tel: 682-831-1048

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About TL PRIVATE WEALTH

TL PRIVATE WEALTH, formally registered with the SEC as TL PRIVATE WEALTH. The firm was established in 04/21/2017. They have over 2 offices throughout the country.

TL PRIVATE WEALTH is a Southlake, Texas based Financial Planning firm with nearly $266,809,928 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167818
SEC# 801-110449
Assets Managed by Firm $266,809,928
No. of Clients 606
No. of Advisors 4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total606$266,809,928
Individuals (other than high net worth individuals)117$36,021,929
High net worth individuals116$230,787,999
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