Blake Wesley Masterson
Investment adviser representative at Tolleson Private Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tolleson Private Wealth Management, LPMar 2021 to now
- Keel Point Capital, LLCSep 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tolleson Private Wealth Management
Legal name: Tolleson Private Wealth Management, LLC
$9.3BAssets managed
224Clients
34Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6823330
- Firm CRD
- 111838