SEC Form ADV

TL PRIVATE WEALTH

Registered Investment AdviserTX
$364.5M
Assets Under Management
682
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-167818
Location
SOUTHLAKE, TX
Filing Date
March 27, 2026
AUM
$364.5M
Total Clients
682
Amendment
No

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.