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TL Private Wealth LLC
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CRD # | 167818 |
SEC # | 801-110449 |
CIK # | 0001802868 |
AUM | $311.1 MM (2024-03-27) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 682-831-1048 |
Address | 165 S Kimball Ave Southlake, TX 76092 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LMT | 111,953.9 | 0.9 | |
AAPL | 2,382,844.0 | 0.8 | |
MSFT | 1,918,222.4 | 0.7 | |
LLY | 301,789.7 | 0.6 | |
AMZN | 1,092,997.8 | 0.5 | |
HON | 119,775.0 | 0.4 | |
PH | 32,093.0 | 0.3 | |
ADM | 42,760.2 | 0.3 | |
ETN | 51,598.7 | 0.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 121 | 40.9 |
(b) Individuals (high net worth individuals) | 119 | 270.3 |
(c) Banking or thrift institutions | 0 | 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 | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 614 | 311.1 |
By Discretionary | ||
Discretionary | 614 | 311.1 |
Non-Discretionary | 0 | 0.0 |
Total | 614 | 311.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 311.1 | |
Total | 614 | 311.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001802868] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Taylor Financial Group Inc
✚
|
VA | 0.3 |
CMG Global Holdings LLC
✚
|
TX | 0.3 |
Fellowship Financial Planning LLC
✚
|
WA | 0.3 |
JJP Capital Management Inc
✚
|
MO | 0.3 |
Ruggaard & Associates LLC
✚
|
OH | 0.3 |
Thirtynorth Investments LLC
✚
|
LA | 0.3 |
MGB Wealth Management LLC
✚
|
TX | 0.3 |
Potentia RIA LLC
✚
|
CA | 0.3 |
Front Row Advisors LLC
✚
|
CA | 0.3 |
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |