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 families as well as institutional clients, positioning itself as a capital allocator that selects outside managers in addition to providing in-house portfolio management and financial planning. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers; the firm also reports activity as a CPO/CTA. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Tolleson has been recognized in industry press, appearing on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Elite Advisors list (2026).