Tl Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southlake, TX. Its latest Form ADV filing, dated March 27, 2026, reports $364M in regulatory assets under management, 4 employees, 1 office, and 682 accounts.
Assets Under Management
$364M
Employees
4
Offices
1 office
Total Clients
269
Primary office
SOUTHLAKE, TX
165 S KIMBALL AVE, SUITE 120, SOUTHLAKE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
144
2
HNWI
46.5%
125
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$364Mas of March 27, 2026
Discretionary100.0%
$364M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$364M
Total Accounts682
10Y AUM Change+$233M (+177.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee67:1
10Y Employee Change-3 (-42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.