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
26
Advisory reps
18

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 a privately held limited liability company that registered with the SEC in 2023 and operates as an independent RIA while also functioning as a private equity and other fund sponsor. The firm acts as a capital allocator to both individuals and families as well as institutional clients, offering a mix of percentage-of-AUM, fixed, and performance-based fee arrangements. Core advisory services include portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, selection of external managers, and client education through publications and seminars. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 15%, State & Local Bonds 14%, Private Funds 6%, US Government Bonds 3%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents15%
  • State & Local Bonds14%
  • Private Funds6%

Owners & executives

3 of 4
  • Dale Cloud

    Dale Cloud

    Chief Operating OfficerCRD 5566760

  • Benjamin Carter

    Benjamin Carter

    Chief Compliance OfficerCRD 7640957

  • John Reilly

    John Reilly

    CIO and PartnerCRD 5847786

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Contacts

3 of 14
  • Alec Lucente

    Alec Lucente

    Senior Investment AnalystCRD 6082489

  • David Spika

    David Spika

    PresidentCRD 2215717

  • Maria Harris

    Maria Harris

    Service AdvisorCRD 5836067

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 170

Active vs passive

$482M in ETFs

Passive

100%

$480M

Active

<1%

$1.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$125M181,71825.90%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth