A. Description of the Advisory Firm TL Private Wealth is a Limited Liability Company organized in the state of Texas. The firm was formed in May of 2013, and the principal owners are Brad Little and Dustin Richard Tondre. B. Types of Advisory Services TL Private Wealth (hereinafter “TLPW”) offers the following services to advisory clients: Investment Supervisory Services TLPW offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. TLPW creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
• Investment Strategy
• Asset Allocation
• Risk Tolerance
• Personal Investment Policy
• Asset Selection
• Regular Portfolio Monitoring TLPW evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. TLPW will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Financial Planning Financial plans and financial planning may include, but are not limited to investment planning, life insurance; tax planning; retirement planning; college planning; and debt/credit planning. These services are included in the annual investment advisory fee paid by the client. TL Private Wealth LLC 5 ADV Part 2A, March 27, 2024 Services Limited to Specific Types of Investments TLPW limits its investment advice and/or money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities. TLPW may use other securities as well to help diversify a portfolio when applicable. Additionally, TLPW may recommend the services of third-party managers to provide investment management on a separately managed account (SMAs). TLPW carefully reviews and researches any SMA managers to ensure they are appropriate for each client's goals and objectives. Retirement Plan Rollovers and IRA Transfers When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries

within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. We may recommend an investor rollover retirement plan assets to an Individual Retirement Account (IRA) managed by TLPW. As a result, TLPW may earn an asset-based fee on those assets. This creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. TL Private Wealth LLC 6 ADV Part 2A, March 27, 2024 C. Client Tailored Services and Client Imposed Restrictions TLPW offers the same suite of services to all its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent TLPW from properly servicing the client account, or if the restrictions would require TLPW to deviate from its standard suite of services, TLPW reserves the right to end the relationship. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and any other administrative fees. TLPW does not participate in any wrap fee programs. E. Amounts Under Management As of the date of this brochure, TLPW had a total of $311,139,891 in regulatory assets under management. Of the total regulatory assets under management, $311,139,891 is managed on a discretionary basis while $0 is managed on a non-discretionary basis. TL Private Wealth LLC 7 ADV Part 2A, March 27, 2024