DFX Intelligence

Data Factory

The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.

Family officesOfficeconfirmed mfo

Turtle Creek Wealth Advisors, LLC

Family Offices

Dallas, TX

At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.

Full profile on Family Offices →Search this name across graphsid dfx:fo:482e362c-75ca-46a2-94f7-3e71aeeec771

Data as of Sep 14, 2026 (this record's last observation) from dfx_isi_graph, dfx_research, office_website, sec_form_13f, sec_form_adv. Page built Sep 18, 2026, 5:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 40
On other graphs: 3
Observed: Sep 12, 2026 to Sep 14, 2026
85 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Turtle Creek Wealth Advisors, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Turtle Creek Wealth Advisors, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

TURTLE CREEK WEALTH ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $2.8BForm ADV, as of 2026-04-20
13F value: $1.3B480 positions, 2026-03-31; never AUM
Private funds: 6
Investments: 0
Direct investments: 0
People: 36
Decision makers: 22derived
Website: turtlecreekwealth.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Lupita Harris	Service Advisor	other	unknown	n/a	yes	fact
Emily Clock	Family Advisor \| Partner	leadership	senior	n/a	yes	fact
David Spika, CFA	Chief Market Strategist	other	unknown	n/a	yes	fact
Matthew B. Myers	Strategic Advisor	other	unknown	n/a	yes	fact
Kirsten McDonald	Service Advisor	other	unknown	n/a	yes	fact
Eric Reblin	Family Advisor \| Partner	leadership	senior	n/a	yes	fact
Monica Eaker	Chief Compliance Officer	operations	senior	n/a	yes	fact
John Joseph Reilly	Chief Investment Officer	cio	principal	n/a	yes	fact
Monica Eaker	CCO	operations	unknown	n/a	yes	fact
Dale Littleton Cloud	Chief Operating Officer, Elected Manager	leadership	principal	n/a	yes	fact
Carolyn Lacy Miller	Owner	leadership	principal	n/a	yes	fact
Alan Luther Miller	Chief Executive Officer, Elected Manager	leadership	principal	n/a	yes	fact
David Scott Spika	Chief Market Strategist	other	senior	n/a	yes	fact
Dale Cloud	Chief Operating Officer	operations	unknown	n/a	yes	fact
Ben Carter	Wealth Strategist \| Partner	leadership	senior	n/a	yes	fact
Benjamin Carter	CCO	operations	unknown	n/a	yes	fact
Morgan Massa	Family Advisor	other	unknown	n/a	yes	fact
Matt Kelley, CPA	Tax Strategist \| Partner	leadership	senior	n/a	yes	fact
Alan L. Miller	Chief Executive Officer	leadership	senior	n/a	yes	fact
Monica Eaker	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Richard Jackson	Investment Advisor \| Partner	direct investments	unknown	n/a	yes	fact
Greg Kalb	Investment Advisor \| Partner	direct investments	unknown	n/a	yes	fact
J. Matthew Newtown	Family Advisor \| Partner	leadership	senior	n/a	yes	fact
Hon. Jeanne L. Phillips	Strategic Advisor	other	unknown	n/a	yes	fact
Pete Lodwick	Partner	leadership	senior	n/a	yes	fact

Relationships

Employs (36)

→ Hon. Jeanne L. PhillipsPersonStrategic Advisor
factoffice_website
→ Matthew B. MyersPersonStrategic Advisor
factoffice_website
→ Wesley Wright, CFAPersonInvestment Advisor | Partner
factoffice_website
→ Marie WillarsPersonExecutive Administrator | Partner
factoffice_website
→ David Spika, CFAPersonChief Market Strategist
factoffice_website
→ Eric ReblinPersonFamily Advisor | Partner
factoffice_website
→ Edward RocaPersonFamily Office Manager
factoffice_website
→ J. Matthew NewtownPersonFamily Advisor | Partner
factoffice_website
→ Eryn MyersPersonFamily Advisor | Partner
factoffice_website
→ Margaret Elizabeth McKissackPersonDirector of Philanthropy
factoffice_website
→ Kirsten McDonaldPersonService Advisor
factoffice_website
→ Morgan MassaPersonFamily Advisor
factoffice_website
→ Alec LucentePersonPrivate Investments | Partner
factoffice_website
→ Melanie LottPersonService Advisor | Partner
factoffice_website
→ Pete LodwickPersonPartner
factoffice_website
→ Matt Kelley, CPAPersonTax Strategist | Partner
factoffice_website
→ Greg KalbPersonInvestment Advisor | Partner
factoffice_website
→ Nancy JoynerPersonFamily Office and Concierge Director
factoffice_website
→ Richard JacksonPersonInvestment Advisor | Partner
factoffice_website
→ Lupita HarrisPersonService Advisor
factoffice_website
→ Larry Gekiere, Jr.PersonFamily Advisor | Partner
factoffice_website
→ Emily ClockPersonFamily Advisor | Partner
factoffice_website
→ Katie ClementsPersonService Advisor
factoffice_website
→ Ben CarterPersonWealth Strategist | Partner
factoffice_website
→ Jack Reilly, CFA, CPAPersonChief Investment Officer
factoffice_website
→ Monica EakerPersonChief Compliance Officer
factoffice_website
→ Dale CloudPersonChief Operating Officer
factoffice_website
→ Alan L. MillerPersonChief Executive Officer
factoffice_website
→ Monica EakerPersonCCO
factsec_form_13f
→ Benjamin CarterPersonCCO
factsec_form_13f
and 6 more

Vehicle of (2)

← TCWA ESPERANZA GOM, LLCVehicleadv_private_fund
Mar 28, 2024 to presentfactsec_form_adv
← TCWA TURNS, LLCVehicleadv_private_fund
Mar 28, 2024 to presentfactsec_form_adv

Owns (4)

← Meredith Lee Miller 2006 LifetimeOrg10% to 25% (Owner)
Mar 1, 2023 to presentfactsec_form_adv
← Salt Creek Wealth Management,Org10% to 25% (Owner)
Sep 1, 2022 to presentfactsec_form_adv
← Mansefeldt Tc ManagementOrg10% to 25% (Owner)
Sep 1, 2022 to presentfactsec_form_adv
← Carolyn Lacy MillerPerson5% to 10%
Sep 1, 2022 to presentfactsec_form_adv

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Turtle Creek Wealth Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (The firm's own site brands it a boutique multi-family office founded by cornerstone families, so it is a multi-family office rather than a generic outsourced provider.)
First seen by DFX
Sep 12, 2026
date not stated
Turtle Creek Wealth Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Turtle Creek Wealth Advisors, LLC found on the SEC adviser roster (services_description)
Occurred
Apr 27, 2026
Turtle Creek Wealth Advisors, LLC reported $1,324,481,316 across 480 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Select Sector Spdr Tr 71,271 -> 13,606 shares ($10,260,886 -> $1,808,237)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased EOG Res Inc 65,383 -> 95,643 shares ($6,865,895 -> $13,827,167)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC exited Astrazeneca Plc (was $6,328,553, 68,841 shares)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Netflix Inc. 32,268 -> 43,830 shares ($3,025,448 -> $4,214,255)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 68,549 -> 36,753 shares ($8,238,185 -> $4,568,793)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Invesco Exchange Traded Fd T 17,303 -> 3,851 shares ($3,314,571 -> $739,092)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Blue Owl Capital Inc 807,268 -> 128,813 shares ($12,060,584 -> $1,176,063)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 116,754 -> 53,025 shares ($14,391,097 -> $5,997,657)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased S&p Global Inc 14,294 -> 18,949 shares ($7,469,966 -> $8,059,693)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 6,292 -> 2,065 shares ($2,157,967 -> $656,815)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Costco Wholesale Corporation 12,422 -> 15,538 shares ($10,711,821 -> $15,482,748)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Select Sector Spdr Tr 21,286 -> 1,895 shares ($3,295,073 -> $277,826)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased The Cigna Group 18,108 -> 28,700 shares ($4,983,895 -> $7,655,648)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Blackstone Inc 41,822 -> 56,803 shares ($6,446,443 -> $6,531,777)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 6,353 -> 4,500 shares ($3,006,875 -> $1,918,800)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Merck & Co Inc 20,734 -> 26,753 shares ($2,182,452 -> $3,218,133)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Lennar Corp 50,546 -> 67,846 shares ($5,196,123 -> $5,891,715)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Garmin Ltd 31,252 -> 42,460 shares ($6,339,426 -> $9,851,229)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Procter & Gamble Co 77,504 -> 100,406 shares ($11,107,090 -> $14,502,573)
Occurred
Mar 31, 2026
Turtle Creek Wealth Advisors, LLC increased Palantir Technologies Inc 13,893 -> 17,514 shares ($2,469,481 -> $2,561,948)
Occurred
Jan 28, 2026
Turtle Creek Wealth Advisors, LLC reported $1,270,132,386 across 385 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Select Sector Spdr Tr 24,848 -> 71,271 shares ($7,003,657 -> $10,260,886)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Alphabet Inc 43,577 -> 55,503 shares ($10,613,214 -> $17,416,903)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC reduced Ishares Inc 36,349 -> 4,601 shares ($4,358,972 -> $546,369)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC reduced Select Sector Spdr Tr 46,061 -> 15,974 shares ($2,481,306 -> $874,896)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Mastercard Incorporated 12,802 -> 16,343 shares ($7,282,041 -> $9,330,167)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Netflix Inc 2,861 -> 32,268 shares ($3,430,110 -> $3,025,448)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Invesco Exchange Traded Fd T 2,744 -> 17,303 shares ($520,537 -> $3,314,571)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Taiwan Semiconductor Mfg Ltd 7,395 -> 11,316 shares ($2,065,350 -> $3,438,819)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Chevron Corp New 19,050 -> 25,279 shares ($2,958,277 -> $3,852,784)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Abbvie Inc 12,192 -> 20,751 shares ($2,822,846 -> $4,741,433)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Intuitive Surgical Inc 7,374 -> 9,349 shares ($3,297,874 -> $5,294,900)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Philip Morris Intl Inc 32,214 -> 43,816 shares ($5,225,130 -> $7,028,106)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Select Sector Spdr Tr 11,465 -> 21,286 shares ($1,595,584 -> $3,295,073)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC increased Ishares Tr 7,109 -> 10,860 shares ($4,757,833 -> $7,438,705)
Occurred
Dec 31, 2025
Turtle Creek Wealth Advisors, LLC reduced American Tower Corp New 17,634 -> 7,424 shares ($3,391,407 -> $1,303,464)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Monica Eaker
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
Benjamin Carter
CCO · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Hon. Jeanne L. Phillips (Strategic Advisor), Matthew B. Myers (Strategic Advisor), Wesley Wright, CFA (Investment Advisor | Partner), Marie Willars (Executive Administrator | Partner), David Spika, CFA (Chief Market Strategist), Eric Reblin (Family Advisor | Partner), Edward Roca (Family Office Manager), J. Matthew Newtown (Family Advisor | Partner), Eryn Myers (Family Advisor | Partner), Margaret Elizabeth McKissack (Director of Philanthropy), Kirsten McDonald (Service Advisor), Morgan Massa (Family Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:482e362c-75ca-46a2-94f7-3e71aeeec771
First observed: Sep 12, 2026
Last observed: Sep 14, 2026 3 days ago
Sources: dfx_isi_graph, dfx_research, office_website, sec_form_13f, sec_form_adv
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Turtle Creek Wealth Advisors, LLC

Family Offices

Dallas, TX

At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.

Person

Title

Role

Seniority

Family member

Current

Evidence

Lupita Harris

Service Advisor

other

unknown

n/a

yes

fact

Emily Clock

Family Advisor | Partner

leadership

senior

n/a

yes

fact

David Spika, CFA

Chief Market Strategist

other

unknown

n/a

yes

fact

Matthew B. Myers

Strategic Advisor

other

unknown

n/a

yes

fact

Kirsten McDonald

Service Advisor

other

unknown

n/a

yes

fact

Eric Reblin

Family Advisor | Partner

leadership

senior

n/a

yes

fact

Monica Eaker

Chief Compliance Officer

operations

senior

n/a

yes

fact

John Joseph Reilly

Chief Investment Officer

cio

principal

n/a

yes

fact

Monica Eaker

CCO

operations

unknown

n/a

yes

fact

Dale Littleton Cloud

Chief Operating Officer, Elected Manager

leadership

principal

n/a

yes

fact

Carolyn Lacy Miller

Owner

leadership

principal

n/a

yes

fact

Alan Luther Miller

Chief Executive Officer, Elected Manager

leadership

principal

n/a

yes

fact

David Scott Spika

Chief Market Strategist

other

senior

n/a

yes

fact

Dale Cloud

Chief Operating Officer

operations

unknown

n/a

yes

fact

Ben Carter

Wealth Strategist | Partner

leadership

senior

n/a

yes

fact

Benjamin Carter

CCO

operations

unknown

n/a

yes

fact

Morgan Massa

Family Advisor

other

unknown

n/a

yes

fact

Matt Kelley, CPA

Tax Strategist | Partner

leadership

senior

n/a

yes

fact

Alan L. Miller

Chief Executive Officer

leadership

senior

n/a

yes

fact

Monica Eaker

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Richard Jackson

Investment Advisor | Partner

direct investments

unknown

n/a

yes

fact

Greg Kalb

Investment Advisor | Partner

direct investments

unknown

n/a

yes

fact

J. Matthew Newtown

Family Advisor | Partner

leadership

senior

n/a

yes

fact

Hon. Jeanne L. Phillips

Strategic Advisor

other

unknown

n/a

yes

fact

Pete Lodwick

Partner

leadership

senior

n/a

yes

fact