TURTLE CREEK WEALTHCARE

Overview

Turtle Creek Wealthcare is an independent registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning and acts as a selector of other advisers, positioning itself more as a planner and allocator than a high-volume discretionary manager. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm reports a clear equity preference and identifies exchange-traded equities as its most-used asset type. It is not an active ESG investor and is not structured as a multi-state adviser. Investment activity centers on directing client allocations rather than running large proprietary pools. All reported assets are non‑discretionary, which aligns with a service model that emphasizes advice, plan implementation through third‑party managers, and selection of external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices