TURTLE CREEK WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$2.8B

Discretionary

$2.6B

96% of AUM

Avg account

$1.9M

Accounts

1,435

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 322998
Registered since: January 3, 2023
Website: turtlecreekwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI85.1%
Charitable Organizations10.63%
Pooled Investment Vehicles2.73%
Corporations / Businesses1.53%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Turtle Creek Wealth Advisors, LLC is an SEC-registered limited liability company that identifies as an independent RIA and a fund sponsor that also operates as a capital allocator. The firm registered with the SEC in 2023 and serves both individual & family clients and institutional investors. Its fee schedule includes percentage-of-AUM billing plus fixed fees and performance-based arrangements, reflecting a mix of traditional advisory and fund-management economics. The firm provides discretionary portfolio management across individuals, pooled vehicles and institutional/business clients, and it also selects and monitors outside managers. Turtle Creek publishes periodicals and runs educational seminars/workshops. It reports roles as an adviser and sponsor/GP of pooled investment vehicles. The firm does not describe itself as an active ESG investor and does not list pension-consulting or multi-state adviser status.