TCN Private Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 310464
- Registered since
- September 8, 2020
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
TCN Private Wealth Management LLC is an SEC-registered wealth advisor (registered in 2020) organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients under a percentage-of-AUM fee model. Its advisory services emphasize portfolio management for individuals and small businesses and the selection of third-party advisers, and it operates as a capital allocator that deploys client capital across external managers as well as public securities. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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