Data / Investment advisers / Texas / TL Private Wealth
TL Private Wealth, Southlake, TX: $364 million AUM, SEC registered investment adviser
TL Private Wealth is an SEC registered investment adviser with its main office in Southlake, Texas and reports $364 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 167818
- SEC file number
- 801-110449
- SEC status
- Approved, effective April 21, 2017
- Legal name
- TL Private Wealth LLC
- Main office
- 165 S Kimball Ave Suite 120, Southlake, TX 76092
- Phone
- (682) 831-1048
- Regulatory AUM
- $364,481,906 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $364,481,906
- Accounts
- 682
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $311.7 million |
| Individuals (other than high net worth individuals) | 144 | $52.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $364.5 million | March 27, 2026 |
| December 1, 2025 | $328.3 million | March 28, 2025 |
Other advisers in Southlake
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| St. James Investment Company, LLC | Southlake | $660.6 million | Not listed | adviserinfo.sec.gov |
| Trinity Investors Fund Advisors, LLC | Southlake | $606.6 million | 56 | adviserinfo.sec.gov |
| Mills Wealth Advisors, LLC | Southlake | $548.7 million | 2 | adviserinfo.sec.gov |
| Trinity Portfolio Advisors, LLC | Southlake | $530.5 million | Not listed | adviserinfo.sec.gov |
| Ancor Capital Partners | Southlake | $458.4 million | 12 | adviserinfo.sec.gov |
| Openair Financial, LLC | Southlake | $318 million | Not listed | adviserinfo.sec.gov |
| Orser Capital Management LLC | Southlake | $289.8 million | Not listed | adviserinfo.sec.gov |
| Planguide Financial | Southlake | $277.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Southlake, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- TL Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.