Talon Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 29, 2026, reports $1.1B in regulatory assets under management, 22 employees, 13 offices, and 11,189 accounts.
Assets Under Management
$1.1B
Employees
22
Offices
13 offices
Total Clients
1,921
Primary office
SAN JUAN, PR
151 CALLE DE SAN FRANCISCO, SUITE 200, SAN JUAN, PR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
1,823
2
HNWI
5.1%
98
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 29, 2026
Discretionary75.1%
$796M
75% of total RAUM75.1%
Non-discretionary24.9%
$264M
25% of total RAUM24.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts11,189
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee87:1
10Y Employee Change+21 (+2100.0%)
* 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.