← Back to searchVisit website
TOLLESON PRIVATE WEALTH MANAGEMENT
TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
CRD 111838 · SEC 801-57641
5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205, United States
Phone
214-252-3250
Fax
214-252-3261
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.26B
Discretionary AUM
$9.11B
Team
93 total employees; 73 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersINVESTMENT DUE DILIGENCE AND MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 201 | $3.54B |
| Banking/thrift institutions | 1 | $469.1M |
| Pooled investment vehicles | 21 | $5.08B |
| Charitable organizations | 1 | $168.5M |
States served
AZ, CA, CO, LA, MN, NY, NC, OK, TX, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/TOLLESONWEALTHMANAGEMENT/
- HTTPS://WWW.FACEBOOK.COM/TOLLESON-WEALTH-MANAGEMENT-688564004624411/
- https://www.facebook.com/p/Tolleson-Private-Bank-100057319215677/
- https://www.instagram.com/tollesonwealth/
- HTTPS://WWW.GLASSDOOR.COM/REVIEWS/TOLLESON-WEALTH-MANAGEMENT-REVIEWS-E383536.HTM
- HTTPS://WWW.TOLLESONWEALTH.COM
- https://www.instagram.com/tollesonprivatebank/
- http://www.instagram.com/tollesonwealthmanagement/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TOLLESON-WEALTH-MANAGEMENT/
Official SEC filing: View on IAPD