RIA Intelligence

TD PRIVATE CLIENT WEALTH LLC

CRD #164484 SEC #801-77771 NEW YORK, NY 877-703-9896
SEC Registered Broker-Dealer
Total AUM
$6.5B
Discretionary
$6.5B
Employees
662
Clients
0
Accounts
17,824

AUM Over Time

DateDec 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees662
Clients0
DateOct 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees662
Clients0
DateSep 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees662
Clients0
DateJan 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees662
Clients0
DateDec 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateDec 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateNov 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateOct 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateSep 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateSep 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees637
Clients0
DateAug 2024
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees637
Clients0
DateFeb 2024
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees637
Clients0
DateJan 2024
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees637
Clients0
DateJan 2024
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees580
Clients0
DateDec 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees580
Clients0
DateOct 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees580
Clients0
DateJan 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees580
Clients0
DateJan 2023
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees513
Clients0
DateNov 2022
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees513
Clients0
DateJun 2022
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees513
Clients0
DateJan 2022
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees513
Clients0
DateJan 2022
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees322
Clients0
DateSep 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees322
Clients0
DateFeb 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees322
Clients0
DateJan 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees322
Clients0
DateJan 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees232
Clients0
DateJan 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees232
Clients0
DateJun 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees232
Clients0
DateJan 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees232
Clients0
DateOct 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees262
Clients0
DateJan 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees262
Clients0
DateOct 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees231
Clients0
DateJan 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees231
Clients0
DateAug 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees240
Clients900
DateAug 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees240
Clients900
DateJul 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees240
Clients900
DateJun 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees240
Clients900
DateJan 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees240
Clients900
DateJan 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees208
Clients500
DateOct 2015
Total AUM$547.4M
Discretionary$547.4M
Non-Disc.$0
Employees240
Clients400
DateJan 2015
Total AUM$547.4M
Discretionary$547.4M
Non-Disc.$0
Employees240
Clients400
DateOct 2014
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees243
Clients26
DateOct 2014
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees243
Clients26
DateJan 2014
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees243
Clients26
DateDec 2013
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees140
Clients0
DateOct 2013
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees140
Clients0
DateAug 2013
Total AUM$10.9M
Discretionary$10.9M
Non-Disc.$0
Employees140
Clients0
DateJul 2013
Total AUM$10.9M
Discretionary$10.9M
Non-Disc.$0
Employees140
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees140
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees140
Clients0