Turtle Creek Wealth Advisors
TL;DR
Boutique multi-family office formed in June 2022 offering portfolio management, tax and estate planning and family office services to high net worth individuals, trusts and foundations.
$2.8 billion
Regulatory AUM
As of ADV filing 2026-08-05
1,435
Accounts / Clients
104 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
26
Team Size
employees, 20 advisory
3 yrs
Years Registered
First registered 2023
About Turtle Creek Wealth Advisors
Boutique multi-family office formed in June 2022 offering portfolio management, tax and estate planning and family office services to high net worth individuals, trusts and foundations.
Office: 2828 N. Harwood St, Suite 1250, Dallas, TX 75201.
Best for: Families with $20M or more wanting a multi-family office with private investments
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD322998
RegistrationSEC-registered
First registration2023
Regulatory AUM$2.8 billion
ADV filing date2026-08-05
Accounts1,435
Clients104 individual and high-net-worth clients
Employees26
Advisory employees20
Fee modelAdvisory fees as a percentage of assets; ADV 2A reports no insurance commissions
MinimumGenerally $20,000,000 of investable liquidity, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA, CPA, CFP, ChFC and CLU named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 322998, as of ADV filing 2026-08-05, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 6 of 10
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