# TCN Private Wealth Management LLC

> TCN Private Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 310464
- Filed as: TCN PRIVATE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310464
- AdvisorCensus page: https://advisorcensus.com/firm/tcn-private-wealth-management-llc-310464

## Quick answers

**How is TCN Private Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), TCN Private Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does TCN Private Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is TCN Private Wealth Management LLC registered with the SEC or a state?**
TCN Private Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310464.

**How much does TCN Private Wealth Management LLC manage?**
TCN Private Wealth Management LLC reports $118,955,499 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (92% discretionary).

**How have TCN Private Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for TCN Private Wealth Management LLC: Regulatory assets under management: $45,983,657 in the October 2021 data and $118,955,499 in the October 2026 data, up 159%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TCN Private Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does TCN Private Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310464

**Does TCN Private Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "TCN Private Wealth Management generally does not impose a minimum relationship size."

**What changed in TCN Private Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $105,156,957 to $118,955,499 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Investment advisory fees are based on the market value of assets under management at the end of the calendar quarter. Investment advisory fees range up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> TCN Private Wealth Management generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $118,955,499
- Discretionary: $108,958,754
- Non-discretionary: $9,996,745

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $118,955,499 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $45,983,657 | 1 | September 29, 2021 |
| October 2022 | $56,621,692 | 1 | February 9, 2022 |
| October 2023 | $80,010,464 | 1 | February 2, 2023 |
| October 2024 | $103,200,779 | 1 | March 7, 2024 |
| October 2025 | $105,156,957 | 1 | February 28, 2025 |
| October 2026 | $118,955,499 | 1 | October 1, 2026 |

Regulatory assets under management: $45,983,657 in the October 2021 data and $118,955,499 in the October 2026 data, up 159%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $105,156,957 to $118,955,499 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TCN Private Wealth Management LLC (CRD 310464): Form ADV filing data as of October 2026.