TURTLE CREEK WEALTH ADVISORS, LLC

Tel: 214-214-3110 2828 N. Harwood Street Suite 1250 Dallas, Texas 75201

About TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK WEALTH ADVISORS, LLC is a Dallas, Texas based financial advisory firm with nearly $905,623,296 in assets under management and provides investment advisory services for 496 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

322998

Firm SEC#:

801-127123

Assets Under Management:

$905,623,296

No. of Clients:

496

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (ESTATE PLANNING AND FAMILY GOVERNANCE)

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