TALON PRIVATE WEALTH, LLC
CRD #298714 SEC #801-114857 THE VILLAGES, FL (352) 751-3200
SEC Registered
Total AUM
$876.9M
Discretionary
$816M
Employees
22
Clients
0
Accounts
4,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $876.9M | $816M | $60.9M | 22 | 93 |
| Jul 2025 | $876.9M | $816M | $60.9M | 22 | 93 |
| May 2025 | $876.9M | $816M | $60.9M | 22 | 93 |
| Apr 2025 | $97.9M | $97M | $876.4K | 22 | 93 |
| Oct 2024 | $843.3M | $786.6M | $56.7M | 22 | 93 |
| May 2024 | $843.3M | $786.6M | $56.7M | 22 | 93 |
| May 2024 | $843.3M | $786.6M | $56.7M | 22 | 93 |
| Apr 2024 | $843.3M | $786.6M | $56.7M | 22 | 93 |
| Mar 2024 | $843.3M | $786.6M | $56.7M | 22 | 93 |
| Jan 2024 | $826.4M | $761M | $65.5M | 22 | 93 |
| Nov 2023 | $826.4M | $761M | $65.5M | 22 | 93 |
| Jun 2023 | $826.4M | $761M | $65.5M | 22 | 93 |
| May 2023 | $826.4M | $761M | $65.5M | 22 | 93 |
| Mar 2023 | $826.4M | $761M | $65.5M | 22 | 93 |
| Apr 2022 | $774.3M | $774.3M | $0 | 18 | 475 |
| Apr 2022 | $774.3M | $774.3M | $0 | 18 | 475 |
| Mar 2022 | $774.3M | $774.3M | $0 | 18 | 475 |
| Oct 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Sep 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Aug 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Jun 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Apr 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Apr 2021 | $164.9M | $156.3M | $8.6M | 8 | 475 |
| Mar 2021 | $164.9M | $164.9M | $0 | 8 | 475 |
| Oct 2020 | $177.8M | $177.8M | $0 | 3 | 0 |
| Sep 2020 | $168.6M | $168.6M | $0 | 3 | 0 |
| Jul 2020 | $292.6M | $280.4M | $12.2M | 3 | 0 |
| Jul 2019 | $292.6M | $280.4M | $12.2M | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$876.9M
Discretionary$816M
Non-Disc.$60.9M
Employees22
Clients93
DateJul 2025
Total AUM$876.9M
Discretionary$816M
Non-Disc.$60.9M
Employees22
Clients93
DateMay 2025
Total AUM$876.9M
Discretionary$816M
Non-Disc.$60.9M
Employees22
Clients93
DateApr 2025
Total AUM$97.9M
Discretionary$97M
Non-Disc.$876.4K
Employees22
Clients93
DateOct 2024
Total AUM$843.3M
Discretionary$786.6M
Non-Disc.$56.7M
Employees22
Clients93
DateMay 2024
Total AUM$843.3M
Discretionary$786.6M
Non-Disc.$56.7M
Employees22
Clients93
DateMay 2024
Total AUM$843.3M
Discretionary$786.6M
Non-Disc.$56.7M
Employees22
Clients93
DateApr 2024
Total AUM$843.3M
Discretionary$786.6M
Non-Disc.$56.7M
Employees22
Clients93
DateMar 2024
Total AUM$843.3M
Discretionary$786.6M
Non-Disc.$56.7M
Employees22
Clients93
DateJan 2024
Total AUM$826.4M
Discretionary$761M
Non-Disc.$65.5M
Employees22
Clients93
DateNov 2023
Total AUM$826.4M
Discretionary$761M
Non-Disc.$65.5M
Employees22
Clients93
DateJun 2023
Total AUM$826.4M
Discretionary$761M
Non-Disc.$65.5M
Employees22
Clients93
DateMay 2023
Total AUM$826.4M
Discretionary$761M
Non-Disc.$65.5M
Employees22
Clients93
DateMar 2023
Total AUM$826.4M
Discretionary$761M
Non-Disc.$65.5M
Employees22
Clients93
DateApr 2022
Total AUM$774.3M
Discretionary$774.3M
Non-Disc.$0
Employees18
Clients475
DateApr 2022
Total AUM$774.3M
Discretionary$774.3M
Non-Disc.$0
Employees18
Clients475
DateMar 2022
Total AUM$774.3M
Discretionary$774.3M
Non-Disc.$0
Employees18
Clients475
DateOct 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateSep 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateAug 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateJun 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateApr 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateApr 2021
Total AUM$164.9M
Discretionary$156.3M
Non-Disc.$8.6M
Employees8
Clients475
DateMar 2021
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees8
Clients475
DateOct 2020
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$292.6M
Discretionary$280.4M
Non-Disc.$12.2M
Employees3
Clients0
DateJul 2019
Total AUM$292.6M
Discretionary$280.4M
Non-Disc.$12.2M
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0