SEC Form ADV

TL PRIVATE WEALTH

Firm profile: TL Private Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$364.5M

Assets Under Management

682

Total Clients

Employees

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Registration Details

Accession: CRD-167818
Location: SOUTHLAKE, TX
Filing Date: March 27, 2026
AUM: $364.5M
Total Clients: 682
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

TL PRIVATE WEALTH is a registered investment adviser headquartered in SOUTHLAKE, TX, managing approximately $364.5M in assets across 682 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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