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TALON LLC

SAN JUAN, PR · CRD 298714 · IAPD ↗ · guardingyournestegg.com · (352) 751-3200

$1.06BRegulatory AUM
8Advisory reps
22Employees
93Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TALON LLC filed an Item 4A succession naming TALON PRIVATE WEALTH, LLC (CRD 298714) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
50
April 2026 — TALON LLC moved its main office from THE VILLAGES, FL to SAN JUAN, PR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — TALON PRIVATE WEALTH, LLC is now doing business as TALON LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2026 — TALON LLC crossed $1B in regulatory AUM ($876.9M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2025 — TALON PRIVATE WEALTH, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — TALON PRIVATE WEALTH, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
May 2025 — TALON PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($97.9M -> $876.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — TALON PRIVATE WEALTH, LLC reported RAUM down 88% ($843.3M -> $97.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
February 2024 — TALON PRIVATE WEALTH, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.