Tl Private Wealth

Tl Private Wealth (CRD# 167818) is a financial advisory firm headquartered in Southlake, TX. They manage $131,258,471 in 347 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $378,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Tl Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Brad C. Little
CRD#: 5783449
165 S Kimball Ave, Suite 120, Southlake, TX 76092
96
Wealthminder
score

Brad Little (CRD# 5783449) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 8 years of experience in the finance industry. Brad Little has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dustin R. Tondre
CRD#: 4942019
165 S Kimball Ave, Suite 120, Southlake, TX 76092
96
Wealthminder
score

Dustin Tondre (CRD# 4942019) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 12 years of experience in the finance industry. Dustin Tondre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nick Daugherty
CRD#: 6697256
165 S Kimball Ave, Suite 120, Southlake, TX 76092
88
Wealthminder
score

Nick Daugherty (CRD# 6697256) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.