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| Happy Holidays!! thanks for using AUM13F!! |
| TD Private Client Wealth LLC
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|---|---|
| CRD # | 164484 |
| SEC # | 801-77771 |
| CIK # | 0001551017 |
| AUM | $6.5 B (2025-01-31) |
| Employees | 662 (70% Investors, 73% Brokers) |
| Phone | 877-703-9896 |
| Address | 1 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,316 | 2.3 |
| (b) Individuals (high net worth individuals) | 1,238 | 3.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.2 |
| (h) Charitable organizations | 113 | 0.3 |
| (i) State or municipal government entities | 16 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 117 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 17,824 | 6.5 |
| By Discretionary | ||
| Discretionary | 17,824 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17,824 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 17,824 | 6.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001551017] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marcuard Family Office Ltd
✚
|
6.8 | |
|
FNB Investment Advisors Inc
✚
|
PA | 6.7 |
|
Thrivent Advisor Network LLC
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|
MN | 6.6 |
|
NorthRock Partners LLC
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|
MN | 6.6 |
|
Zhang Financial LLC
✚
|
MI | 6.5 |
|
HBK Sorce Advisory LLC
✚
|
PA | 6.5 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 6.5 |
|
Axxcess Wealth Management LLC
✚
|
CA | 6.3 |
|
Richmond Capital Management Inc
✚
|
VA | 6.1 |
|
Andersen Tax LLC
✚
|
VA | 6.1 |