Tolleson Private Wealth Management
Dallas, TX·SEC-registered · CRD #111838
Tolleson Private Wealth Management is an SEC-registered investment advisory firm in Dallas, TX managing $9.3B across 4.0k client accounts, with 73 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.3B
Client accounts
4.0k
Advisory staff
73
Fee model
Fee-based
How Tolleson Private Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL TOLLESON PRIVATE WEALTH MANAGEMENT
See how Tolleson compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Tolleson Private Wealth Management. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Tolleson Private Wealth Management? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Tolleson Private Wealth Management
How much does Tolleson Private Wealth Management manage?
Per its most recent SEC Form ADV filing (03/31/2026), Tolleson Private Wealth Management reports $9.3B in regulatory assets under management across roughly 4.0k client accounts.
How does Tolleson Private Wealth Management charge?
Tolleson Private Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tolleson Private Wealth Management a fiduciary?
Yes. Tolleson Private Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #111838), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tolleson Private Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tolleson Private Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Dallas, TX
Profile compiled from Tolleson Private Wealth Management's public SEC Form ADV filing (CRD #111838, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tolleson Private Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tolleson Private Wealth Management? Claim this profile.