Tl Private Wealth Llc
- Regulatory AUM
- $364M
- Discretionary
- $364M
- Clients
- 269
- Avg AUM / client
- $1.4M
- Accounts
- 682
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $52.8M | 14.5% |
| High net worth individuals | 125 | $312M | 85.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bok Financial 401(k) Plan Bokf, Na | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brad Christian Little | Managing Member Cco | CFP | May 2013 (13y) | 50% – 75% |
| Dustin Richard Tondre | Managing Member | CFP | May 2013 (13y) | 50% – 75% |
| John Gregory Jacobson | Registered representative | Oct 2018 (8y) | ||
| William Jeffrey Byrum | Registered representative | Oct 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bok Financial 401(k) Plan | Bokf, Na | 4,961 | $1.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $364M (100% of AUM) Mar 2026
- TD Ameritrade $176M (77% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗