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 an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions with selection-of-adviser services. It also produces written client communications and runs educational seminars and workshops. Fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm does not describe itself 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