Tolleson Private Wealth Management

RIASEC RegisteredEst. 2000

Total AUM

$9.3B

Discretionary

$9.1B

98% of AUM

Avg account

$2.4M

Accounts

3,931

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 111838
Registered since: May 26, 2000
Website: www.tollesonwealth.com
Custodians: PERSHING LLC, BNY MELLON N.A
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pooled Investment Vehicles54.89%
HNWI38.22%
Banking / Thrift Institutions5.07%
Charitable Organizations1.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Tolleson Private Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2000. The firm serves both high-net-worth individuals and institutional clients and positions itself as a capital allocator that constructs and advises on pooled vehicles in addition to managing individual portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third‑party advisers. The firm also lists CPO/CTA activity and identifies itself as a sponsor, general partner, or managing member for pooled investment vehicles. Fee arrangements span percentage of AUM, hourly charges, and fixed-fee engagements. Tolleson does not identify as an active ESG investor. Tolleson has received external recognition, including inclusion on FA Magazine’s Top RIA Firms list in 2020 and an Elite Advisors mention from CNBC in 2026.