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| Keyboard |
| TNL Asset Management LLC
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|---|---|
| CRD # | 137419 |
| SEC # | 801-130346 |
| CIK # | |
| AUM | 139.3 M (2026-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-666-6292 |
| Address | 3445 Penrose Place Boulder, CO 80301 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 73.9 |
| (b) Individuals (high net worth individuals) | 27 | 64.0 |
| (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 | 1 | 1.1 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 139.3 |
| By Discretionary | ||
| Discretionary | 164 | 139.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 164 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 133.5 | |
| Total | 164 | 139.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (2 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coombs Wealth Advisory LLC
✚
|
PA | 139.6 M |
|
Boyd Financial Strategies Inc
✚
|
MA | 139.6 M |
|
Sikorski Wealth Management LLC
✚
|
CA | 139.6 M |
|
Clarity Retirement & Wealth LLC
✚
|
MA | 139.5 M |
|
Alteris Capital Partners LLC
✚
|
TX | 139.5 M |
|
Beyond Wealth Management Group LLC
✚
|
NY | 139.4 M |
|
Legacy Financial Advisors II LLC
✚
|
139.2 M | |
|
Benold Financial Planning Inc
✚
|
139.1 M | |
|
Stonebriar Wealth LLC
✚
|
UT | 139.0 M |
|
Gunder Wealth Management LLC
✚
|
139.0 M |