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- Custodian
- Fidelity/NFS · JP Morgan · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2013
- Office Locations
- 3
Office Locations
About TL Private Wealth
TL Private Wealth is a Southlake, TX–based RIA providing comprehensive wealth management, personalized financial planning, and discretionary investment management focused on balancing risk and growth. The firm supports clients including entrepreneurs, with planning topics such as estate, tax, and business-succession considerations. Custody includes Fidelity/NFS, and the practice uses platforms such as Orion and Envestnet MoneyGuide for portfolio and planning workflows.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRAD CHRISTIAN LITTLE
Chief Compliance Officer, Managing Member - Cco, Partner
- CRD
- #5783449
- Ownership
- 50% but less than 75%
DUSTIN RICHARD TONDRE
Managing Member, Managing Partner
- CRD
- #4942019
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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WILLIAM JEFFREY BYRUM
Senior Financial Analyst
- CRD
- #6245652
JOHN GREGORY JACOBSON
--
- CRD
- #5010016
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,481,906 | $534,431 |
| Non-Discretionary | $0 | -- |
| Total | $364,481,906 | $534,431 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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