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| TL Private Wealth LLC
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|
|---|---|
| CRD # | 167818 |
| SEC # | 801-110449 |
| CIK # | 0001802868 |
| AUM | $364.5 M (2026-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 682-831-1048 |
| Address | 165 S Kimball Ave Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 1.1 | |
| Lockheed Martin Corp | 0.9 | |
| Lilly Eli & Co | 0.7 | |
| Microsoft Corp | 0.7 | |
| Alphabet Inc | 0.6 | |
| Johnson & Johnson | 0.6 | |
| Parker Hannifin Corp | 0.5 | |
| Amazon Com Inc | 0.4 | |
| Wal Mart Stores Inc | 0.4 | |
| Archer Daniels Midland Co | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 52.8 |
| (b) Individuals (high net worth individuals) | 125 | 311.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 682 | 364.5 |
| By Discretionary | ||
| Discretionary | 682 | 364.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 682 | 364.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.5 | |
| Total | 682 | 364.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802868] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
T Anton Investment House Inc
✚
|
WI | 0.4 |
|
Shira Ridge Wealth Management
✚
|
CA | 0.4 |
|
Royal Oak Financial Group
✚
|
OH | 0.4 |
|
Prairiewood Capital LLC
✚
|
ND | 0.4 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.4 |
|
Synergy Financial Group Ltd
✚
|
0.4 | |
|
Solitude Financial Services Inc
✚
|
VA | 0.4 |
|
Crestmont Private Wealth LLC
✚
|
TX | 0.4 |
|
Pace Financial Advisors Inc
✚
|
OR | 0.4 |
|
Briggs Wealth Management Inc
✚
|
CT | 0.4 |