Overview
Assets Under Management: $6.5 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1,238
Average Client Assets: $2 million
Frequently Asked Questions
TD PRIVATE CLIENT WEALTH 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 #164484), TD PRIVATE CLIENT WEALTH LLC is subject to fiduciary duty under federal law.
TD PRIVATE CLIENT WEALTH LLC is headquartered in NEW YORK, NY.
TD PRIVATE CLIENT WEALTH LLC serves 1,238 high-net-worth clients according to their SEC filing dated December 23, 2025. View client details ↓
According to their SEC Form ADV, TD PRIVATE CLIENT WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TD PRIVATE CLIENT WEALTH LLC manages $6.5 billion in client assets according to their SEC filing dated December 23, 2025.
According to their SEC Form ADV, TD PRIVATE CLIENT WEALTH LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 17,824
Discretionary Accounts: 17,824
Regulatory Filings
CRD Number: 164484
Filing ID: 2035658
Last Filing Date: 2025-12-23 12:01:21
Website: 36