# TL Private Wealth

TL Private Wealth is a Bank / Wealth / Trust based in Southlake, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** Southlake, TX, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** tlwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tl-private-wealth

## Regulatory record

- **CRD number:** 167818
- **SEC file number:** 801-110449
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167818

## About

Thomas Leach founded TL Private Wealth in 2013, drawing on years of advisory experience at firms including UBS and Merrill Lynch. The practice was built to serve a concentrated client base of entrepreneurs and their families in the Dallas-Fort Worth metroplex, where private company exits and real estate liquidity events frequently create sudden, complex planning needs. The firm operates as a registered investment adviser, structuring its advisory relationships around multi-generational tax planning and concentrated-position management alongside traditional wealth management. TL Private Wealth's investment approach departs from conventional brokerage models. Rather than relying solely on mutual fund and ETF allocations, the firm emphasizes direct indexing, private real estate structures, and private credit vehicles. The practice has been known to source individual commercial property investments in Texas secondary markets, offering clients co-investment access to cash-flowing assets. On the liquid side, the firm employs tax-managed equity strategies intended to harvest losses more aggressively than a typical separately managed account, driven by the recognition that its client base often faces substantial realized gains from business sales. The firm operates from a single office in Southlake, a wealthy suburb north of Fort Worth. With a deliberately lean team, TL Private Wealth's model relies on personal relationships rather than a national marketing presence. The founder's background allows the firm to blend independent RIA flexibility with the institutional product shelf and alternative-investment platform access typically associated with wirehouse advisors — a hybrid posture that shapes its competitive positioning against both large banks and smaller independent shops. TL Private Wealth's structural differentiator lies in its tactical alternatives model operating within a low-profile, relationship-driven RIA wrapper. Unlike many small wealth managers that default to outsourced CIO platforms, the firm appears to maintain direct sourcing relationships for real estate and credit deals, positioning itself as a co-investment bridge between its entrepreneurial client base and Texas-focused private market opportunities. This direct-sourcing capability, combined with wirehouse-trained planning rigor, yields an advisory model that resists easy categorization as either a pure financial planner or an outsourced family office.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Questions

### What type of client does TL Private Wealth typically serve?

The firm focuses on entrepreneurs, business owners, and their families in the Dallas-Fort Worth region. Many clients have experienced private company exits or commercial real estate transactions that generate concentrated wealth and complex tax situations. The practice is built around managing the transition from operating-business owner to diversified portfolio holder, with an emphasis on tax-efficient strategies and alternative investments.

## Related profiles

- [TJX Companies' Retirement Plan](https://altss.com/profile/tjx-companies-retirement-plan)
- [TLC Group Investment Advisors](https://altss.com/profile/tlc-group-investment-advisors)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://tlwealth.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/167818
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/tl-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology