Td Private Client Wealth LLC
New York, NY·SEC-registered · CRD #164484
Td Private Client Wealth LLC is an SEC-registered investment advisory firm in New York, NY managing $8.6B across 26k client accounts, with 482 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.6B
Client accounts
26k
Advisory staff
482
Fee model
Fee-only
How Td Private Client Wealth LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Td Private Client Wealth LLC
How much does Td Private Client Wealth LLC manage?
Per its most recent SEC Form ADV filing (06/12/2026), Td Private Client Wealth LLC reports $8.6B in regulatory assets under management across roughly 26k client accounts.
How does Td Private Client Wealth LLC charge?
Td Private Client Wealth LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Td Private Client Wealth LLC a fiduciary?
Yes. Td Private Client Wealth LLC is registered with the U.S. Securities and Exchange Commission (CRD #164484), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Td Private Client Wealth LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Td Private Client Wealth LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Td Private Client Wealth LLC's public SEC Form ADV filing (CRD #164484, filed 06/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Td Private Client Wealth LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Td Private Client Wealth LLC? Claim this profile.