CRD: 164484
TD Private Client Wealth LLC
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- Custodian
- Pershing ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-2013
- Office Locations
- 254
Office Locations
About TD Private Client Wealth LLC
TD Private Client Wealth (TD Wealth) provides investment advisory and brokerage services ranging from automated investing to dedicated advisor-led and private client relationships. Clients can manage accounts, documents, and advisor communications via the TD Wealth Portal in the TD Mobile App, alongside planning tools and market/strategy insights. SEC-registered; FINRA/SIPC member.
Reported data analysis
What the numbers show
Between December 23, 2025 and June 12, 2026, reported AUM increased 32.9%, from $6.5B to $8.6B.
Across 5 reported observations, AUM increased 52.6% between November 4, 2022 and June 12, 2026, from $5.6B to $8.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 482 advisory representatives and 25,685 clients, or 53.3 clients per representative. That equates to $333.8K in reported AUM per client.
The profile lists 254 reported office locations and 13 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full TD Private Client Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT BEGUN
President
- CRD
- #4436053
- Ownership
- Less than 5%
NAYRA CALDERON NAJERA
Chief Compliance Officer
- CRD
- #5040972
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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TANZEELA AASIR
--
- CRD
- #7682598
OMAR ABDELBARI
--
- CRD
- #7328192
Showing 2 of 658 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,574,585,303 | $333,667 |
| Non-Discretionary | $0 | -- |
| Total | $8,574,585,303 | $333,667 |
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Separately Managed Accounts
SMA allocation detail is available
TD Private Client Wealth LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
TD Private Client Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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