Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 11
Average Client Assets: $10 million
Frequently Asked Questions
TCN PRIVATE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310464), TCN PRIVATE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TCN PRIVATE WEALTH MANAGEMENT LLC serves 11 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, TCN PRIVATE WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
TCN PRIVATE WEALTH MANAGEMENT LLC manages $105 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, TCN PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 22
Discretionary Accounts: 20
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 310464
Last Filing Date: 2025-02-28 00:00:00
Website: https://tcnprivatewealth.com