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TPG SOLUTIONS ADVISORS

FORT WORTH, TX · CRD 313020 · IAPD ↗ · 817-871-4000

$11.61BRegulatory AUM
46Advisory reps
46Employees
0Clients
n/aPlanning clients
26Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TPG SOLUTIONS ADVISORS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — TPG SOLUTIONS ADVISORS reported RAUM up 90% ($6.11B -> $11.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — TPG SOLUTIONS ADVISORS reported RAUM up 34% ($4.54B -> $6.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — TPG SOLUTIONS ADVISORS added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — TPG SOLUTIONS ADVISORS grew from 16 to 48 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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