Tl Private Wealth

Tl Private Wealth (CRD# 167818) is a financial advisory firm headquartered in Southlake, TX. They manage $266,809,928 in 606 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $440,280
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, OK, TX

Financial Advisors at Tl Private Wealth
Showing 1 - 4 of 4 top financial advisors.
1
William J. Byrum
CRD#: 6245652
165 S Kimball Ave, Suite 120, Southlake, TX 76092

William Byrum (CRD# 6245652) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 10 years of experience in the finance industry.

2
John G. Jacobson
CRD#: 5010016
165 S Kimball Ave, Suite 120, Southlake, TX 76092

John Jacobson (CRD# 5010016) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 18 years of experience in the finance industry.

3
Brad C. Little
CRD#: 5783449
165 S Kimball Ave, Suite 120, Southlake, TX 76092

Brad Little (CRD# 5783449) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 14 years of experience in the finance industry.

4
Dustin R. Tondre
CRD#: 4942019
165 S Kimball Ave, Suite 120, Southlake, TX 76092

Dustin Tondre (CRD# 4942019) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 18 years of experience in the finance industry.

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