TURTLE CREEK WEALTH ADVISORS, LLC
Latest filing: May 05, 2025 (72 days ago)
AUM
$1,712,227,523
89% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
20
5% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DALLAS, TX
2828 N. HARWOOD STREET, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.1 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 87 | $1.4 |
| Average HNW AUM | $16,531,442 | |
| Retail Total | 87 | $1.4 |
| Average Retail AUM | $16,531,442 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 27% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.1 |
| Municipal | 14% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 46% | $0.8 |
| Other Pools | 4% | $0.1 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SILVER HILL ENERGY PARTNERS, LP | $2.3 | 307537 | |
| ENCAP INVESTMENTS L.P. | $0.0 | 160695 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
35 active
| Name | Title |
|---|---|
| CLOUD, DALE, LITTLETON | CHIEF OPERATING OFFICER, ELECTED MANAGER |
| CARTER, BENJAMIN, GARRETT | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER |
| MILLER, CAROLYN, LACY | OWNER |
| KALB, GREGORY, SCOTT | CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER |
| MILLER, KYLE, DAVID | TRUSTEE |
| BEBEE, MEREDITH, LEE MILLER | TRUSTEE |
| MILLER, DAVID, B | TRUSTEE |
| STAI, DIAN, GRAVES | GENERAL PARTNER, OWNER |
| MATTHEWS, KADE, LEGETT | OWNER, OWNER AND MANAGER, OWNER AND MANAGER |
| MATTHEWS, JOHN, ALEXANDER | TRUSTEE |
| FREDERICK, MARGARET, MATTHEWS | OWNER |
| NICHOLSON, MEREDITH, MATTHEWS | OWNER |
| BRIDWELL, TUCKER, S | GENERAL PARTNER |
| BEARD, JANE, VARNER | GENERAL PARTNER |
| MOORE, LAMAR, H. | GENERAL PARTNER |
| MILLER, ALAN, LUTHER | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER |
| REILLY, JOHN, JOSEPH | CO-CHIEF INVESTMENT OFFICER |
| SPIKA, DAVID, SCOTT | CHIEF MARKET STRATEGIST |
ADVDB.CO • SOURCE: SEC
Representatives
17 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW VAN ZANDT | DALLAS | TX | S65|2024-02-14 | ||||||
| MARGARET DAVIS | DALLAS | TX | S63|1993-11-05|S65|2016-06-29 | ||||||
| EMILY CLOCK | DALLAS | TX | S66|2015-04-07 | ||||||
| PAMELA TALAMANTEZ | DALLAS | TX | S63|2012-01-31|S66|2015-09-11 | ||||||
| BENJAMIN CARTER | DALLAS | TX | S65|2022-09-20 | ||||||
| MONICA EAKER | DALLAS | TX | S63|2011-06-27|S66|2017-03-18 | ||||||
| ERIC REBLIN | DALLAS | TX | S65|2018-07-11 | ||||||
| ERYN MYERS | DALLAS | TX | S65|2008-06-10|S63|2016-09-30 | ||||||
| RICHARD JACKSON | DALLAS | TX | S65|2001-01-31|S63|2017-03-27 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN REILLY | DALLAS | TX | S63|2010-12-12 | CHARTERED FINANCIAL ANALYST | |||||
| DALE CLOUD | DALLAS | TX | S66|2008-10-02 | ||||||
| DAVID SPIKA | DALLAS | TX | S63|1992-03-16 | CHARTERED FINANCIAL ANALYST | |||||
| WESLEY WRIGHT | DALLAS | TX | CHARTERED FINANCIAL ANALYST | ||||||
| ALAN MILLER | DALLAS | TX | S66|2007-11-02 | ||||||
| LAWRENCE GEKIERE | DALLAS | TX | S63|1989-04-14|S65|1999-12-21 | CHARTERED FINANCIAL CONSULTANT | |||||
| GREGORY KALB | DALLAS | TX | S63|2010-09-17|S65|2016-10-20 | ||||||
| ALEC LUCENTE | DALLAS | TX | S65|2024-04-19 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 20 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.4 | 28% | 20 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.8 | 89% | 19 | 1 | 5% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 10 | 10 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, LA-11/15/2023, TX-01/03/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV