Turtle Creek Wealth Advisors, LLC
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
FINTRXOverview
Turtle Creek Wealth Advisors, LLC is an independent wealth manager and capital allocator that combines advisory services for high-net-worth individuals, families and institutions with sponsor and manager roles in private pooled vehicles. The firm is registered with the SEC (registered in 2023) and operates under a mixed-fee model that includes percentage-of-AUM fees, fixed fees and performance-based fees. Its advisory scope spans single-family and business portfolios, pooled investment vehicles and selection of third‑party advisers; the firm also publishes client communications and runs educational seminars and workshops. Turtle Creek is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents15%
- State & Local Bonds14%
- Private Funds6%
Owners & executives
3 of 4
Alan Miller
CEO & Managing PartnerCRD 5324733
Dale Cloud
Chief Operating OfficerCRD 5566760
Benjamin Carter
Chief Compliance OfficerCRD 7640957
Contacts
3 of 14
Monica Eaker
PartnerCRD 5780980
Wesley Wright
Investment Adviser RepresentativeCRD 5335634
Gregory Kalb
Partner, Investment AdvisorCRD 4485983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$457M in ETFs
100%
$456M
<1%
$914K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $131M | 186,999 | 28.69% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2828 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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