TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, Texas·18 registered advisors·CRD# 322998
SEC# 801-1271233214-214-3110
01

Firm Overview

AUM
$906M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at TURTLE CREEK WEALTH ADVISORS, LLC

18 registered advisors
Alan Luther Miller
DALLAS, Texas
Benjamin Garrett Carter
DALLAS, Texas
Carolyn Lacy Miller
DALLAS, Texas
Dale Littleton Cloud
DALLAS, Texas
David Scott Spika
DALLAS, Texas
Dian Graves Stai
DALLAS, Texas
Gregory Scott Kalb
DALLAS, Texas
Jane Varner Beard
DALLAS, Texas
John Alexander Matthews
DALLAS, Texas
John Joseph Reilly
DALLAS, Texas
Kade Legett Matthews
DALLAS, Texas
Kyle David Miller
DALLAS, Texas
Lamar H. Moore
DALLAS, Texas
Margaret Matthews Frederick
DALLAS, Texas
Meredith Lee Miller Bebee
DALLAS, Texas
Meredith Matthews Nicholson
DALLAS, Texas
Tucker S Bridwell
DALLAS, Texas
Watt Reynolds Matthews
DALLAS, Texas
05

Office Locations

DALLAS, Texas
18 advisors

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Data sourced from SEC Form ADV filings. TURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.