TL PRIVATE WEALTH
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 167818
- Registered since
- April 21, 2017
- Website
- www.tlwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.51%
- Individuals14.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TL Private Wealth is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves individual and family clients, plus small-business owners, with a fee model based on a percentage of assets under management. Its core services are financial planning and discretionary portfolio management. The firm is not positioned as an institutional pension consultant or capital allocator; instead it builds client portfolios largely from public funds and third-party managers. Investment behavior shows a clear preference for pooled public funds — mutual funds and ETFs — with a centralized, discretionary approach to portfolio execution. The firm is not an active ESG investor. TL Private Wealth was recognized by FA Magazine in 2020 as a Top RIA Firms honoree.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds88%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 4WILLIAM BYRUM
PartnerCRD 6245652
BRAD LITTLE
Managing PartnerCRD 5783449
DUSTIN TONDRE
Managing PartnerCRD 4942019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$292M in ETFs
71%
$208M
29%
$83.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $49M | 106,214 | 16.79% |
Location
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 165 S Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
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