Tl Private Wealth LLC
● SEC registered since 2017CRD 167818SEC# 801-110449Southlake, TX
Reg. AUM
$364.5M
Employees
4
Accounts
682
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 $364.5 million in regulatory assets under management and employs 4 people.
Tl Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Christian Little Control | Managing Member - Cco | 50-75% | 2013 |
| Dustin Richard Tondre Control | Managing Member | 50-75% | 2013 |
Frequently asked questions
How much does Tl Private Wealth LLC manage?
Tl Private Wealth LLC reports $364.5 million in regulatory assets under management on its Form ADV.
How many employees does Tl Private Wealth LLC have?
Tl Private Wealth LLC reports 4 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
| Address | 165 S Kimball Ave, Suite 120, Southlake, TX 76092 |
| Phone | 682-831-1048 |
| Fax | 682-727-5088 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$364.5M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$364.5Mregulatory AUM
Discretionary $364.5M