Turtle Creek Wealth Advisors, LLC 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 April 20, 2026, reports $2.8B in regulatory assets under management, 26 employees, 3 offices, and 1,435 accounts.
Assets Under Management
$2.8B
Employees
26
Offices
3 offices
Total Clients
140
Primary office
DALLAS, TX
2828 N. HARWOOD STREET, SUITE 1250, DALLAS, TX, United States
Top client segmentHNWI represent 74.3% of total clients.
Top client categories% of clientsClients
1
HNWI
74.3%
104
2
Charitable
18.6%
26
3
Pooled Investment Vehicles
4.3%
6
4
Corporations
2.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of April 20, 2026
Discretionary96.0%
$2.6B
96% of total RAUM96.0%
Non-discretionary4.0%
$110M
4% of total RAUM4.0%
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.
Total AUM$2.8B
Total Accounts1,435
10Y AUM Change+$2.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee5:1
10Y Employee Change+16 (+160.0%)
* 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.