TL PRIVATE WEALTH LLC
Legal name: TL PRIVATE WEALTH
CRD #167818 SEC #801-110449 SOUTHLAKE, TX 682-831-1048
SEC Registered
Total AUM
$328.3M
Discretionary
$328.3M
Employees
5
Clients
101
Accounts
662
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $328.3M | $328.3M | $0 | 5 | 0 |
| Oct 2024 | $311.1M | $311.1M | $0 | 4 | 0 |
| Oct 2024 | $311.1M | $311.1M | $0 | 4 | 0 |
| Mar 2024 | $311.1M | $311.1M | $0 | 4 | 0 |
| Aug 2023 | $266.8M | $266.8M | $0 | 4 | 0 |
| Mar 2023 | $250.9M | $250.9M | $0 | 4 | 0 |
| Oct 2022 | $243.6M | $243.6M | $0 | 4 | 0 |
| Mar 2022 | $282.6M | $282.6M | $0 | 5 | 228 |
| Dec 2021 | $280.6M | $280.6M | $0 | 5 | 226 |
| Oct 2021 | $280.6M | $280.6M | $0 | 5 | 226 |
| Jul 2021 | $255.1M | $255.1M | $0 | 5 | 225 |
| Jun 2021 | $255.1M | $255.1M | $0 | 5 | 225 |
| Mar 2021 | $255.1M | $255.1M | $0 | 5 | 225 |
| Oct 2020 | $228.3M | $223.7M | $4.6M | 5 | 203 |
| Oct 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| Jul 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| Jul 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| Jun 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| May 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| Mar 2020 | $176.6M | $175.4M | $1.2M | 5 | 191 |
| Feb 2020 | $175.7M | $168M | $7.7M | 5 | 168 |
| Mar 2019 | $175.7M | $168M | $7.7M | 3 | 168 |
| Feb 2019 | $165.6M | $158.2M | $7.4M | 3 | 168 |
| Mar 2018 | $134.7M | $127.9M | $6.8M | 3 | 168 |
| Jun 2017 | $131.3M | $116.1M | $15.2M | 7 | 100 |
| May 2017 | $110M | $100M | $10M | 7 | 100 |
| Apr 2017 | $110M | $100M | $10M | 7 | 100 |
| Apr 2017 | $110M | $100M | $10M | 7 | 100 |
DateMar 2025
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$250.9M
Discretionary$250.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees5
Clients228
DateDec 2021
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees5
Clients226
DateOct 2021
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees5
Clients226
DateJul 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients225
DateJun 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients225
DateMar 2021
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees5
Clients225
DateOct 2020
Total AUM$228.3M
Discretionary$223.7M
Non-Disc.$4.6M
Employees5
Clients203
DateOct 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateJul 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateJul 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateJun 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateMay 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateMar 2020
Total AUM$176.6M
Discretionary$175.4M
Non-Disc.$1.2M
Employees5
Clients191
DateFeb 2020
Total AUM$175.7M
Discretionary$168M
Non-Disc.$7.7M
Employees5
Clients168
DateMar 2019
Total AUM$175.7M
Discretionary$168M
Non-Disc.$7.7M
Employees3
Clients168
DateFeb 2019
Total AUM$165.6M
Discretionary$158.2M
Non-Disc.$7.4M
Employees3
Clients168
DateMar 2018
Total AUM$134.7M
Discretionary$127.9M
Non-Disc.$6.8M
Employees3
Clients168
DateJun 2017
Total AUM$131.3M
Discretionary$116.1M
Non-Disc.$15.2M
Employees7
Clients100
DateMay 2017
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees7
Clients100
DateApr 2017
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees7
Clients100
DateApr 2017
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees7
Clients100