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Tcn Private Wealth Management LLC

● SEC registered since 2020CRD 310464SEC# 801-119416
Export (members)
Reg. AUM
$119M
Employees
1
Accounts
22
Location

Tcn Private Wealth Management LLC assets under management

Tcn Private Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $119 million in regulatory assets under management and employs 1 people.

Tcn Private Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Charles Neale ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Tcn Private Wealth Management LLC manage?

Tcn Private Wealth Management LLC reports $119 million in regulatory assets under management on its Form ADV.

How many employees does Tcn Private Wealth Management LLC have?

Tcn Private Wealth Management LLC reports 1 employees.

Does Tcn Private Wealth Management LLC disclose fund performance?

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

Contact & registration

Phone(917) 494-9304
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$119M▲ 13%
Feb '25 — $105.2MMar '25 — $105.2MApr '25 — $105.2MMay '25 — $105.2MJun '25 — $105.2MJul '25 — $105.2MAug '25 — $105.2MSep '25 — $105.2MOct '25 — $105.2MNov '25 — $105.2MDec '25 — $105.2MJan '26 — $105.2MFeb '26 — $105.2MMar '26 — $119MApr '26 — $119MMay '26 — $119MJun '26 — $119M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$119Mregulatory AUM
Discretionary $109MNon-discretionary $10M