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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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