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 under fee-based, percentage-of-AUM pricing. The firm focuses on individual and family clients, and it provides financial planning alongside discretionary portfolio management for individuals and small businesses. TL Private Wealth is not a capital allocator and reports no active ESG investment program; it also does not describe itself as a multi-state adviser or pension consultant. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
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 4
William 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 28Active vs passive
$312M in ETFs
72%
$223M
28%
$88.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $53.3M | 620,337 | 17.10% |
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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