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TL PRIVATE WEALTH LLC
TL PRIVATE WEALTH LLC
TL PRIVATE WEALTH
SOUTHLAKE, Texas
·
2 registered advisors
·
CRD# 167818
SEC# 801-110449
1
682-831-1048
01
Firm Overview
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at TL PRIVATE WEALTH LLC
2 registered advisors
Brad Christian Little
SOUTHLAKE, Texas
CRD# 5783449
Dustin Richard Tondre
SOUTHLAKE, Texas
CRD# 4942019
05
Office Locations
SOUTHLAKE, Texas
2 advisors
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Data sourced from SEC Form ADV filings. TL PRIVATE WEALTH LLC (CRD# 167818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.