Investment adviser · CRD 164484

TD PRIVATE CLIENT WEALTH LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Aug 13, 2026

Regulatory AUM: $8.57B
Client accounts: 25,698
Employees: 671
Advisory professionals: 482

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,518	$3,771,047,121	44.0%
Individuals	23,833	$3,080,387,187	35.9%
Corporations & businesses	184	$561,832,330	6.6%
Charities	110	$443,079,835	5.2%
Other investment advisers	Fewer than 5	$318,639,953	3.7%
Retirement plans	32	$200,406,818	2.3%
Insurance companies	7	$176,956,565	2.1%
Banks & thrifts	Fewer than 5	$20,036,063	0.2%
Government entities	Fewer than 5	$2,199,431	0.0%

Filing source

Form ADV 2125038 · Aug 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 13, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

1 VANDERBILT AVENUE, 23RD FLOOR
NEW YORK, NY, 10017, United States

CRD 164484

Filing source

Form ADV 2125038 · Aug 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.