TURTLE CREEK WEALTH ADVISORS, LLC

2828 N. Harwood Street
Suite 1250
Dallas, Texas 75201
Tel: 214-214-3110

About TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK WEALTH ADVISORS, LLC, formally registered with the SEC as TURTLE CREEK WEALTH ADVISORS, LLC. The firm was established in 01/03/2023. They have over 4 offices throughout the country.

TURTLE CREEK WEALTH ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $905,623,296 assets under management, offering retirement planning & investment advisory services to 496 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322998
SEC#	801-127123
Assets Managed by Firm	$905,623,296
No. of Clients	496
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (ESTATE PLANNING AND FAMILY GOVERNANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	496	$905,623,296
High net worth individuals	73	$792,826,828
Charitable organizations	7	$90,837,894
Corporations or other businesses	4	$21,958,574

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