RIA Intel›Advisers›Texas›TL PRIVATE WEALTH LLC

TL PRIVATE WEALTH LLC

Advisory

N·SOUTHLAKE, TX

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$364M
1-Year AUM Growth
+5.5%
3-Year CAGR
+5.1%
Employees
4
Assets Under Management
Total AUM$364M
Discretionary AUM$364M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients259
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record28
First FilingApr 13, 2017
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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