# TL Wealth

> Mobile access to client portfolio values, holdings, and performance data. (iPhone/iPad app by TL Private Wealth LLC.)

- Source: https://appshunter.io/ios/app/tl-wealth/id1413379558 (this page in markdown: same URL + `.md`)
- Developer: [TL Private Wealth LLC](https://appshunter.io/developer/1413379557)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-08-02
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tl-wealth/id1413379558/reviews.md

## What is TL Wealth?

The TL Private Wealth Mobile App allows for client access to portfolio values, holdings, performance details, and more.

## Key features

- Portfolio value access
- View holdings
- Performance details
- Client investment tracking


## Frequently asked questions about TL Wealth

### What can I see in the TL Wealth app?

The TL Wealth app allows you to view your portfolio values, detailed holdings, and performance metrics. It provides a comprehensive overview of your investments.

### Is the TL Wealth app secure for my financial data?

While specific security protocols are not detailed, financial apps typically employ industry-standard encryption and security measures to protect client data. It is recommended to use strong, unique passwords.

### What devices does the TL Wealth app support?

The TL Wealth app is available for iPhone, iPad, and iPod devices. It is designed for iOS users.

### How often is the TL Wealth app updated?

The app was last updated on February 10, 2026, indicating regular maintenance and potential feature additions. The latest version is 5.22.1.

### What is the age rating for the TL Wealth app?

The TL Wealth app has an age rating of 4+, making it suitable for a wide range of users. This rating suggests minimal content restrictions.

### Does TL Wealth offer a free trial?

The TL Wealth app is available for free, so there is no trial period required. You can download and use it without any initial cost.

### What are the benefits of using TL Wealth for managing my finances?

The primary benefit is convenient mobile access to your portfolio's current value, holdings, and performance. This allows for easy monitoring of your investments anytime, anywhere.

### Can I link my bank accounts to the TL Wealth app?

The provided description focuses on accessing portfolio data. It does not mention the ability to link external bank accounts for transaction management or aggregation.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-10

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-28

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*