TL Private Wealth

RIASEC Registered
Total AUM
$364M
Discretionary
$364M
100% of AUM
Avg account
$534K
Accounts
682
Employees
4
Advisory reps
4

Firm details

Headquarters
Southlake, Texas
CRD number
167818
Registered since
April 21, 2017
Website
www.tlwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI85.51%
  • Individuals14.49%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

TL Private Wealth is an independent, limited liability wealth advisory firm that serves individual and family clients. The firm is registered with the SEC (registered in 2017) and charges clients on a percentage-of-AUM fee basis. Its explicit advisory services include financial planning and portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor. TL Private Wealth appeared on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Investment Grade Corp Bonds 5%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%88%
  • Public Funds/Mutual Funds88%
  • Investment Grade Corp Bonds5%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

3 of 4
  • Brad Little

    Brad Little

    Managing PartnerCRD 5783449

  • William Byrum

    William Byrum

    PartnerCRD 6245652

  • Dustin Tondre

    Dustin Tondre

    Managing PartnerCRD 4942019

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$315M in ETFs

Passive

73%

$229M

Active

26%

$86M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$57.6M628,17918.28%
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Location

Primary office

Southlake, TX

Tarrant

Location

Southlake, TX

Headquartered in Southlake, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
165 S Kimball Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth