Tl Private Wealth
Tl Private Wealth is an SEC-registered wealth manager in Southlake, TX with $364.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Tl Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167818, SEC 801-110449, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $364.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Southlake, TX
- Employees
- 4
- Clients
- 269
- CRD
- 167818
- Ownership
- LITTLE, BRAD, CHRISTIAN; TONDRE, DUSTIN, RICHARD
How much AUM does Tl Private Wealth have?
Tl Private Wealth reported $364.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Tl Private Wealth?
Disclosed owners and executives of Tl Private Wealth include LITTLE, BRAD, CHRISTIAN, TONDRE, DUSTIN, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.