TL Private Wealth Employee Directory

Financial ServicesTexas, United States2-10 Employees

TL Private Wealth is an independent wealth management firm serving individuals, families, and small businesses. Our specialty is serving as primary trusted advisor on all matters of wealth planning. We address key wealth management issues including: investment management, estate planning, retirement, and tax planning. Above all else, our goal will always be to deliver these services with complete transparency, unbiased advice, and a dedication to our fiduciary obligation.

Find TL Private Wealth employees' phone numbers or email addresses

TL Private Wealth Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

TL Private Wealth's Leadership

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    B. L.
    Managing Partner
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    D. T.
    Managing Partner
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    J. B.
    Partner - Private Wealth Manager
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    J. B.
    Partner - Private Wealth Manager
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    J. J.
    Sr Wealth Manager
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    W. C.
    Wealth Manager
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    E. C.
    Wealth Specialist
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TL Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from TL Private Wealth

Name
Title
Contact Info
Location
Last Update
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    B. L.
    Managing Partner
    Phone icon
    United StatesTexas
    Mar 24, 2026
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    D. T.
    Managing Partner
    Phone icon
    Sep 09, 2025
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    J. B.
    Partner - Private Wealth Manager
    Phone icon
    United StatesTexas
    Oct 19, 2025
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    J. B.
    Partner - Private Wealth Manager
    Phone icon
    United StatesTexas
    May 26, 2025
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    J. J.
    Sr Wealth Manager
    Phone icon
    United StatesTexas
    Jul 26, 2024
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    W. C.
    Wealth Manager
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    Oct 21, 2024
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    E. C.
    Wealth Specialist
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    United StatesTexas
    Apr 25, 2025

Frequently Asked Questions

What is TL Private Wealth known for?

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TL Private Wealth was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 165 South Kimball Avenue Suite 120 Southlake, Texas 76092 United States; you can contact the main corporate office by phone at . Explore TL Private Wealth's company overview page for more information.

What is TL Private Wealth's most common email format?

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TL Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TL Private Wealth email formats with LeadIQ.

How many employees does TL Private Wealth have currently?

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TL Private Wealth has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are TL Private Wealth's key employees and leadership?

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As of February 2026, TL Private Wealth's key employees include:

  • Managing Partner: B. L.
  • Managing Partner: D. T.
  • Partner - Private Wealth Manager: J. B.
  • Partner - Private Wealth Manager: J. B.
  • Sr Wealth Manager: J. J.

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