Turtle Creek Wealth Advisors, LLC

RIASEC Registered

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 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.