# TL Private Wealth

> TL Private Wealth is an SEC-registered investment advisory firm in Southlake, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 167818
- Filed as: TL PRIVATE WEALTH
- Legal name: TL Private Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167818
- AdvisorCensus page: https://advisorcensus.com/firm/tl-private-wealth-southlake-tx-167818

## Quick answers

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

**What does TL Private Wealth's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1.35% a year; $1,000,000 to $3,000,000: 0.9% a year; $3,000,000 to $5,000,000: 0.7% a year; $5,000,000 to $10,000,000: 0.6% a year; $10,000,000 to $20,000,000: 0.5% a year; Above $20,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is TL Private Wealth located?**
TL Private Wealth's principal office is in Southlake, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is TL Private Wealth registered with the SEC or a state?**
TL Private Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 167818.

**How much does TL Private Wealth manage?**
TL Private Wealth reports $364,481,906 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have TL Private Wealth's assets and staff changed since 2021?**
In the Form ADV data for TL Private Wealth: Regulatory assets under management: $255,058,004 in the October 2021 data and $364,481,906 in the October 2026 data, up 43%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TL Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (125).

**Which custodians does TL Private Wealth use?**
TL Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does TL Private Wealth 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/167818

**Does TL Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There is an account minimum of $1,000,000, which may be waived by TLPW, based on the needs of the client and the complexity of the situation."

**What changed in TL Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $328,264,781 to $364,481,906 (+11%).

## 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 27, 2026)

- Up to $1,000,000: 1.35% a year
- $1,000,000 to $3,000,000: 0.9% a year
- $3,000,000 to $5,000,000: 0.7% a year
- $5,000,000 to $10,000,000: 0.6% a year
- $10,000,000 to $20,000,000: 0.5% a year
- Above $20,000,000: see the brochure

> Up to $1,000,000 1.35% Next $2,000,000 0.90% Next $2,000,000 0.70% Next $5,000,000 0.60% Next $10,000,000 0.50% Above $20,000,000 Negotiable

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $1,000,000, which may be waived by TLPW, based on the needs of the client and the complexity of the situation.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $364,481,906
- Discretionary: $364,481,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $52,820,442 |
| High net worth individuals | 125 | $311,661,464 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, LA, NH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Luis Obispo, CA

### Websites listed on Form ADV (Item 1.I)
- tlwealth.com
- Facebook facebook.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,058,004 | 5 | July 19, 2021 |
| October 2022 | $282,638,789 | 5 | March 30, 2022 |
| October 2023 | $266,809,928 | 4 | August 30, 2023 |
| October 2024 | $311,139,891 | 4 | March 27, 2024 |
| October 2025 | $328,264,781 | 5 | March 28, 2025 |
| October 2026 | $364,481,906 | 4 | March 27, 2026 |

Regulatory assets under management: $255,058,004 in the October 2021 data and $364,481,906 in the October 2026 data, up 43%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $328,264,781 to $364,481,906 (+11%).

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TL Private Wealth (CRD 167818): Form ADV filing data as of October 2026.