DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TL PRIVATE WEALTH

TL PRIVATE WEALTH LLC, CRD 167818

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebb49c15-9042-b525-bf8a-98edf403a474

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Apr 13, 2017 to Mar 27, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $364MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $364M
Private client RAUM: $364MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $91.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 682
Individual clients: 144
High net worth clients: 125
SEC number: 801-110449
CRD: 167818
Filings on the tape: 33
First filed: Apr 13, 2017
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DUSTIN RICHARD TONDRE	Certified Financial Planner	SOUTHLAKE, TX	13	21	3	no
BRAD CHRISTIAN LITTLE	Certified Financial Planner	SOUTHLAKE, TX	13	16	2	no
JOHN GREGORY JACOBSON	n/a	San Luis Obispo, CA \| SOUTHLAKE, TX	7	20	7	no
WILLIAM JEFFREY BYRUM	n/a	SOUTHLAKE, TX \| Celina, TX	7	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LITTLE, BRAD, CHRISTIAN	MANAGING MEMBER - CCO	D	yes	05/2013	Apr 13, 2017	Oct 11, 2024
TONDRE, DUSTIN, RICHARD	MANAGING MEMBER	D	yes	05/2013	Apr 13, 2017	Oct 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN LUIS OBISPO	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$364M	$364M	4	4	1	n/a	n/a
2024	Mar 28, 2025	$328M	$328M	5	5	1	n/a	n/a
2023	Mar 27, 2024	$311M	$311M	4	4	1	n/a	n/a
2022	Mar 24, 2023	$251M	$251M	4	4	1	n/a	n/a
2021	Mar 30, 2022	$283M	$283M	5	4	1	n/a	n/a
2020	Mar 29, 2021	$255M	$255M	5	4	1	n/a	n/a
2019	Mar 30, 2020	$177M	$175M	5	4	1	n/a	n/a
2018	Mar 28, 2019	$176M	$168M	3	2	0	n/a	n/a
2017	Mar 30, 2018	$135M	$128M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$364M	$328M	11.0%	$251M	13.3%	4	5	1	1

Relationships

Registered with (10)

← JOHN GREGORY JACOBSONAdvisorregistration: current employment
Oct 17, 2018 to presentfactForm ADV
← WILLIAM JEFFREY BYRUMAdvisorregistration: current employment
Oct 17, 2018 to presentfactForm ADV
← DUSTIN RICHARD TONDREAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV
← BRAD CHRISTIAN LITTLEAdvisorregistration: current employment
Jun 6, 2013 to presentfactForm ADV
← Harold August Michael DédéAdvisorregistration: previous registration
Dec 5, 2024 to Jul 31, 2025factForm ADV
← HUNTER LEE ARCHIBALDAdvisorregistration: previous registration
Oct 17, 2018 to Mar 1, 2019factForm ADV
← Nicholas Joseph DaughertyAdvisorregistration: previous registration
Aug 18, 2016 to Jun 15, 2018factForm ADV
← WALLACE RICHARD CARLSONAdvisorregistration: previous registration
Oct 13, 2016 to Jan 29, 2018factForm ADV
← MARK ANTHONY POMEROYAdvisorregistration: previous registration
Feb 28, 2017 to Jan 9, 2018factForm ADV
← JONATHAN LOEFFLERAdvisorregistration: previous registration
Jul 12, 2016 to Sep 6, 2017factForm ADV

Controls (2)

← TONDRE, DUSTIN, RICHARDOwnerMANAGING MEMBER, ownership code D, individual
Apr 13, 2017 to Oct 11, 2024factForm ADV
← LITTLE, BRAD, CHRISTIANOwnerMANAGING MEMBER - CCO, ownership code D, individual
Apr 13, 2017 to Oct 11, 2024factForm ADV

Dated events

Occurred
Jul 31, 2025
Advisor changed firm
Harold August Michael Dédé left Tl Private Wealth for Cambridge Investment Research Advisors, Inc. (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2017
First Form ADV filing
Tl Private Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebb49c15-9042-b525-bf8a-98edf403a474
First observed: Apr 13, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TL PRIVATE WEALTH

TL PRIVATE WEALTH LLC, CRD 167818

SOUTHLAKE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebb49c15-9042-b525-bf8a-98edf403a474

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DUSTIN RICHARD TONDRE

Certified Financial Planner

SOUTHLAKE, TX

BRAD CHRISTIAN LITTLE

Certified Financial Planner

SOUTHLAKE, TX

JOHN GREGORY JACOBSON

n/a

San Luis Obispo, CA | SOUTHLAKE, TX

WILLIAM JEFFREY BYRUM

n/a

SOUTHLAKE, TX | Celina, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LITTLE, BRAD, CHRISTIAN

MANAGING MEMBER - CCO

yes

05/2013

Apr 13, 2017

Oct 11, 2024

TONDRE, DUSTIN, RICHARD

MANAGING MEMBER

yes

05/2013

Apr 13, 2017

Oct 11, 2024

City

State

Country

Employees

Also broker-dealer

SAN LUIS OBISPO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$364M

n/a

2024

Mar 28, 2025

$328M

n/a

2023

Mar 27, 2024

$311M

n/a

2022

Mar 24, 2023

$251M

n/a

2021

Mar 30, 2022

$283M

n/a

2020

Mar 29, 2021

$255M

n/a

2019

Mar 30, 2020

$177M

$175M

n/a

2018

Mar 28, 2019

$176M

$168M

n/a

2017

Mar 30, 2018

$135M

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$364M

$328M

11.0%

$251M

13.3%