TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998 · SEC 801-127123

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2828 N. HARWOOD STREET, SUITE 1250, DALLAS, TX, 75201, United States

Phone

214-214-3110

Fax

214-214-3129

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.76B

Discretionary AUM

$2.65B

Team

26 total employees; 20 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsFAMILY OFFICE SERVICES

Client types

Type	Clients	AUM
High net worth individuals	104	$2.35B
Pooled investment vehicles	6	$75.4M
Charitable organizations	26	$293.2M
Corporations/business entities	4	$42.3M

States served

LA, TX

All web addresses on file

http://www.turtlecreekwealth.com
https://www.instagram.com/turtlecreekwealthadvisors
https://twitter.com/turtlecreekwa
https://www.linkedin.com/company/turtle-creek-wealth-advisors-llc/

Official SEC filing: View on IAPD