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TD PRIVATE CLIENT WEALTH LLC
CRD 164484File 801-77771
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.57B
Top 10% of cohort (national)
Discretionary AUM
$8.57B
Clients
25,685
25,698 accounts
Employees
671
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 11, 2013
- Principal office
- 1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017
- Phone
- 877-703-9896
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.57B
- Discretionary AUM
- $8.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25,698
- Non-discretionary accounts
- 0
- Total accounts
- 25,698
- AUM per client
- $334K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 184 | $561.8M |
| Insurance companies | 7 | $177.0M |
| Charitable organizations | 110 | $443.1M |
| Other investment advisers | Fewer than 5 | $318.6M |
| High net worth individuals | 1,518 | $3.77B |
| Banking or thrift institutions | Fewer than 5 | $20.0M |
| Pension and profit sharing plans | 32 | $200.4M |
| State or municipal government entities | Fewer than 5 | $2.2M |
| Individuals (other than high net worth individuals) | 23,833 | $3.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.