SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Tolleson Private Wealth Management
Dallas, TX
Tolleson Private Wealth Management, LLC, CRD 111838
Firm filing updated September 10, 2026 ·
- $9.3BAssets
- 73Advisory staff
- 3,931Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals201
- Pooled vehicles21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 201 | $3.5 billion |
| Banking or thrift institutions | Fewer than 5 clients | $469.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $5.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $0 |
| Charitable organizations | Fewer than 5 clients | $168.5 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT DUE DILIGENCE AND MONITORING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT DUE DILIGENCE AND MONITORING"
Assets and accounts
- Regulatory assets$9.3 billion
- Accounts3,931
- Discretionary$9.1 billion · 3,855 accounts
- Non-discretionary$153.2 million · 76 accounts
People
- Employees93
- Advisory staff73
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
21 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Tolleson Private Wealth Management, LLC SEC-registered investment advisor. CRD 111838, SEC file 801-57641.
- Registered with the SEC as an investment advisor (status date on record: May 26, 2000).
Is Tolleson Private Wealth Management a fiduciary?
Short answer: Tolleson Private Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.