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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Case, Jesse | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Case, Jesse | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Case, Jesse | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Case, Jesse | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAGANO, MALLORY, Z.D. | I | CHIEF COMPLIANCE OFFICER | NA | |
| Pagano, Mallory | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VEENSTRA, JILL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER/CCO | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
| LESTER, ROBERT, MICHAEL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL GA IA MI NE NV OK OR PR TX UT WA
Address
11974 COUNTY ROAD 101SUITE 103
THE VILLAGES, FL 32162
United States
Phone: (352) 751-3200