TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, Texas·6 registered advisors·CRD# 322998
SEC# 801-1271233214-214-3110
01

Firm Overview

AUM
$906M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
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

6 registered advisors
Alan Luther Miller
DALLAS, Texas
Benjamin Garrett Carter
DALLAS, Texas
Dale Littleton Cloud
DALLAS, Texas
David Scott Spika
DALLAS, Texas
Gregory Scott Kalb
DALLAS, Texas
John Joseph Reilly
DALLAS, Texas
05

Office Locations

DALLAS, Texas
6 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.