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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2019
- Office Locations
- 4
Office Locations
About Talon LLC
Talon Wealth (Talon Private Wealth, LLC) is an independent, fiduciary financial advisor focused on individuals and families in or near retirement. The firm provides comprehensive retirement planning plus portfolio risk analysis and investment reviews to improve portfolio efficiency and manage risk. A notable offering is a complimentary stress test of existing annuities for investors evaluating “guaranteed” return claims.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT MICHAEL LESTER JR.
Managing Member
- CRD
- #4885592
- Ownership
- 75% or more
LEILA MEHRIZI SHAVER
Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES HERBERT BAILEY
Advisor
- CRD
- #1393256
Bryan Joseph Bentley
Financial Advisor, General Partner
- CRD
- #5960205
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,145,805 | $100,574 |
| Non-Discretionary | $264,170,388 | $80,712 |
| Total | $1,060,316,193 | $94,764 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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