TL Private Wealth LLC

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Assets, Funds, Holdings

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TL Private Wealth LLC
CRD #167818
SEC #801-110449
CIK #0001802868
AUM $311.1 MM (2024-03-27)
Employees 4 (100% Investors, 0% Brokers)
Phone682-831-1048
Address165 S Kimball Ave
Southlake, TX 76092
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
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 ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($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
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