TC WEALTH PARTNERS, LLC
CRD #283644 SEC #801-108371 DOWNERS GROVE, IL 888-545-2200
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
30
Clients
101
Accounts
1,626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $1.1B | $1B | $8.5M | 30 | 0 |
| Mar 2021 | $1.1B | $1B | $8.5M | 30 | 0 |
| Jun 2020 | $901.2M | $884.6M | $16.5M | 29 | 0 |
| Jun 2020 | $901.2M | $884.6M | $16.5M | 29 | 0 |
| Mar 2020 | $901.2M | $884.6M | $16.5M | 29 | 0 |
| Dec 2019 | $402M | $390.8M | $11.2M | 23 | 0 |
| Oct 2019 | $402M | $390.8M | $11.2M | 23 | 0 |
| Jun 2019 | $402M | $390.8M | $11.2M | 23 | 0 |
| Mar 2019 | $402M | $390.8M | $11.2M | 23 | 0 |
| Jan 2019 | $420.2M | $412.3M | $7.8M | 24 | 0 |
| Mar 2018 | $420.2M | $412.3M | $7.8M | 24 | 0 |
| Dec 2017 | $349.3M | $100.9M | $248.5M | 25 | 0 |
| May 2017 | $349.3M | $100.9M | $248.5M | 25 | 26 |
| Apr 2017 | $349.3M | $100.9M | $248.5M | 25 | 26 |
| Mar 2017 | $349.3M | $100.9M | $248.5M | 25 | 26 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
| Sep 2016 | $0 | $0 | $0 | 5 | 0 |
| Aug 2016 | $0 | $0 | $0 | 5 | 0 |
DateJan 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$8.5M
Employees30
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$8.5M
Employees30
Clients0
DateJun 2020
Total AUM$901.2M
Discretionary$884.6M
Non-Disc.$16.5M
Employees29
Clients0
DateJun 2020
Total AUM$901.2M
Discretionary$884.6M
Non-Disc.$16.5M
Employees29
Clients0
DateMar 2020
Total AUM$901.2M
Discretionary$884.6M
Non-Disc.$16.5M
Employees29
Clients0
DateDec 2019
Total AUM$402M
Discretionary$390.8M
Non-Disc.$11.2M
Employees23
Clients0
DateOct 2019
Total AUM$402M
Discretionary$390.8M
Non-Disc.$11.2M
Employees23
Clients0
DateJun 2019
Total AUM$402M
Discretionary$390.8M
Non-Disc.$11.2M
Employees23
Clients0
DateMar 2019
Total AUM$402M
Discretionary$390.8M
Non-Disc.$11.2M
Employees23
Clients0
DateJan 2019
Total AUM$420.2M
Discretionary$412.3M
Non-Disc.$7.8M
Employees24
Clients0
DateMar 2018
Total AUM$420.2M
Discretionary$412.3M
Non-Disc.$7.8M
Employees24
Clients0
DateDec 2017
Total AUM$349.3M
Discretionary$100.9M
Non-Disc.$248.5M
Employees25
Clients0
DateMay 2017
Total AUM$349.3M
Discretionary$100.9M
Non-Disc.$248.5M
Employees25
Clients26
DateApr 2017
Total AUM$349.3M
Discretionary$100.9M
Non-Disc.$248.5M
Employees25
Clients26
DateMar 2017
Total AUM$349.3M
Discretionary$100.9M
Non-Disc.$248.5M
Employees25
Clients26
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0