← Directory
TCN PRIVATE WEALTH MANAGEMENT LLC
CRD 310464File 801-119416
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.0M
Bottom 25% of cohort (national)
Discretionary AUM
$109.0M
Non-discretionary $10.0M
Clients
11
22 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 8, 2020
- Principal office
- Not reported
- Phone
- (917) 494-9304
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.0M
- Discretionary AUM
- $109.0M
- Non-discretionary AUM
- $10.0M
- Discretionary accounts
- 20
- Non-discretionary accounts
- 2
- Total accounts
- 22
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $119.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.