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 registered investment adviser organized as an LLC and SEC-registered since 2000. The firm acts as a capital allocator and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Tolleson also engages in commodity pool operator/commodity trading advisor (CPO/CTA) activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and does not operate as a multi-state or newly formed adviser. Tolleson was listed among Top RIA Firms by FA Magazine in 2020.