Tolleson Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $9.3B in regulatory assets under management, 93 employees, 1 office, and 3,931 accounts.
Assets Under Management
$9.3B
Employees
93
Offices
1 office
Total Clients
224
Primary office
DALLAS, TX
5500 PRESTON ROAD, SUITE 250, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.7% of total clients.
Top client categories% of clientsClients
1
HNWI
89.7%
201
2
Pooled Investment Vehicles
9.4%
21
3
Banks
0.4%
1
4
Charitable
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.3Bas of March 31, 2026
Discretionary98.3%
$9.1B
98% of total RAUM98.3%
Non-discretionary1.7%
$153M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.3B
Total Accounts3,931
10Y AUM Change+$4.3B (+88.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees93
Clients per Employee2:1
10Y Employee Change+24 (+34.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.