DFX Intelligence

Family Office Intelligence

A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Turtle Creek Wealth Advisors, LLC

Dallas, TXMulti-family officeidentity confidence 90%Top 500 by research priorityturtlecreekwealth.com

Why this class: 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..

Verified Sep 13, 2026 (4 days ago)

Last observed Sep 14, 2026 · 85 observations · 5 sources

36 people · 0 investments · 480 public positions · 179 events

Identity

high

Data depth

high

Freshness

100

high

Active deployment

low

Direct investing

moderate

External managers

low

Private markets

moderate

Sponsor-friendly

low

Real estate

low

Co-investment

low

Contactability

100

high

Mandate confidence

low

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview

Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Multi-family office
Description: At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.
Headquarters: Dallas, TX
Office address: 2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201
Business phone: 214-214-3110
Website: turtlecreekwealth.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $1.3B. Regulatory AUM $2.8B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $2.8B as of Apr 20, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jan 3, 2023 · 26 employeesFact
Client mix (Form ADV 5.D): Corporations: 4 ($42.3M); Charitable organizations: 26 ($293M); High net worth individuals: 104 ($2.3B); Pooled investment vehicles: 6 ($75.4M)Fact
Private funds advised: 6 (PE 3, VC n/a, hedge n/a, real estate n/a), gross assets $73.4MFact
Form 13F: $1.3B across 480 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX: Independent Sponsor Intelligence (shared crd)

Classification history

Sep 13, 2026Multi-family office 90%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.Factverifiedturtlecreekwealth.com“A Boutique Multi-Family Office”
Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference

Family and wealth origin

Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

Person	Title	Responsibility	Business contact	Source
Jack Reilly, CFA, CPA	Chief Investment Officer	Chief investment officer · investment decisions	email: jreilly@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
John Joseph Reilly	Chief Investment Officer	Chief investment officer · investment decisions	email: jreilly@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	reports.adviserinfo.sec.gov Fact
Alec Lucente	Private Investments \| Partner	Direct investments · investment decisions	email: alucente@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Greg Kalb	Investment Advisor \| Partner	Direct investments · investment decisions	email: gkalb@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Richard Jackson	Investment Advisor \| Partner	Direct investments · investment decisions	none on record	turtlecreekwealth.com Fact
Wesley Wright, CFA	Investment Advisor \| Partner	Direct investments · investment decisions direct investments · financial services · Texas (from the bio)	email: wwright@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Alan L. Miller	Chief Executive Officer	Leadership	email: amiller@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Alan Luther Miller	Chief Executive Officer, Elected Manager	Leadership	email: amiller@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	reports.adviserinfo.sec.gov Fact
Ben Carter	Wealth Strategist \| Partner	Leadership	email: bcarter@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Carolyn Lacy Miller	Owner	Leadership	none on record	reports.adviserinfo.sec.gov Fact
Dale Littleton Cloud	Chief Operating Officer, Elected Manager	Leadership	email: dcloud@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	reports.adviserinfo.sec.gov Fact
Edward Roca	Family Office Manager	Leadership	email: eroca@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Emily Clock	Family Advisor \| Partner	Leadership	none on record	turtlecreekwealth.com Fact
Eric Reblin	Family Advisor \| Partner	Leadership	email: ereblin@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Eryn Myers	Family Advisor \| Partner	Leadership	email: emyers@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
J. Matthew Newtown	Family Advisor \| Partner	Leadership	none on record	turtlecreekwealth.com Fact
Larry Gekiere, Jr.	Family Advisor \| Partner	Leadership	none on record	turtlecreekwealth.com Fact
Margaret Elizabeth McKissack	Director of Philanthropy	Leadership	none on record	turtlecreekwealth.com Fact
Matt Kelley, CPA	Tax Strategist \| Partner	Leadership	email: mkelley@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Melanie Lott	Service Advisor \| Partner	Leadership	email: mlott@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Nancy Joyner	Family Office and Concierge Director	Leadership	email: njoyner@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Pete Lodwick	Partner	Leadership	email: plodwick@turtlecreekwealth.com (verified by provider, Sep 15, 2026)	turtlecreekwealth.com Fact
Benjamin Carter	CCO	Operations and finance	phone: 214-214-3110 (published by the subject, Oct 29, 2025)	sec.gov Fact
Dale Cloud	Chief Operating Officer	Operations and finance	none on record	turtlecreekwealth.com Fact
Marie Willars	Executive Administrator \| Partner	Operations and finance	none on record	turtlecreekwealth.com Fact
Monica Eaker	Chief Compliance Officer	Operations and finance	phone: 214-214-3110 (published by the subject, Apr 27, 2026)	reports.adviserinfo.sec.gov Fact
Monica Eaker	CCO	Operations and finance	phone: 214-214-3110 (published by the subject, Apr 27, 2026)	sec.gov Fact
Monica Eaker	Chief Compliance Officer	Operations and finance	phone: 214-214-3110 (published by the subject, Apr 27, 2026)	turtlecreekwealth.com Fact
David Scott Spika	Chief Market Strategist	Other	none on record	reports.adviserinfo.sec.gov Fact
David Spika, CFA	Chief Market Strategist	Other	none on record	turtlecreekwealth.com Fact
Hon. Jeanne L. Phillips	Strategic Advisor	Other energy, financial services, agriculture, education · Mexico, Michigan, South Carolina, Southwest, Texas (from the bio)	none on record	turtlecreekwealth.com Fact
Katie Clements	Service Advisor	Other	none on record	turtlecreekwealth.com Fact
Kirsten McDonald	Service Advisor	Other	none on record	turtlecreekwealth.com Fact
Lupita Harris	Service Advisor	Other	none on record	turtlecreekwealth.com Fact
Matthew B. Myers	Strategic Advisor	Other	none on record	turtlecreekwealth.com Fact
Morgan Massa	Family Advisor	Other	none on record	turtlecreekwealth.com Fact

Office contact points

Business phone: 214-214-3110 (published by the subject) adviserinfo.sec.gov

Office address: 2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201 (published by the subject) sec.gov

Website: turtlecreekwealth.com (published by the subject) turtlecreekwealth.com

Investment mandate

inferred only: private equity funds advised 3.0, public equity book 1324481316.0, direct investment team 3

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $1.3B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 3 Inference
named professionals with this responsibility
Private equity funds advised: 3 Inference
Form ADV Item 7.B

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Its own private funds (Form ADV Schedule D 7.B.(1))

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

Fund	Type	Gross asset value	Related share	Reported	Form D
TCWA ESPERANZA GOM, LLC	Private Equity Fund	$0 Dec 2, 2024	0%	Mar 28, 2024 to now	021-504816
TCWA TURNS, LLC	Private Equity Fund	$0 Dec 2, 2024	0%	Mar 28, 2024 to now	021-506130

Fund and manager relationships

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

Form 13F holdings

Top 40 positions of 480 for the quarter ended Mar 31, 2026; $857M shown of $1.3B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
VANGUARD INDEX FDS	S&P 500 ETF SHS	$101M	169,680	7.7%
ISHARES TR	CORE MSCI EAFE	$59.4M	656,151	4.5%
APPLE INC	COM	$55.2M	217,546	4.2%
NVIDIA CORPORATION	COM	$50.8M	291,449	3.8%
MICROSOFT CORP	COM	$39.3M	106,226	3.0%
ALPHABET INC	CAP STK CL A	$26.3M	91,384	2.0%
CATERPILLAR INC	COM	$24.0M	33,847	1.8%
ELI LILLY & CO	COM	$23.5M	25,592	1.8%
AMAZON COM INC	COM	$23.4M	112,406	1.8%
ISHARES TR	CORE S&P MCP ETF	$22.1M	327,582	1.7%
JPMORGAN CHASE & CO	COM	$21.3M	72,338	1.6%
BROADCOM INC	COM	$20.3M	65,692	1.5%
LAM RESEARCH CORP	COM NEW	$20.3M	94,976	1.5%
PLAINS GP HLDGS L P	LTD PARTNR INT A	$19.4M	800,338	1.5%
KLA CORP	COM NEW	$17.7M	12,028	1.3%
META PLATFORMS INC	CL A	$17.5M	30,548	1.3%
ALPHABET INC	CAP STK CL C	$16.7M	58,215	1.3%
MCDONALDS CORP	COM	$16.7M	53,684	1.3%
BLACKROCK INC	COM	$16.1M	16,712	1.2%
EXXON MOBIL CORP	COM	$16.0M	94,216	1.2%
APPLIED MATLS INC	COM	$15.8M	46,343	1.2%
ENTERPRISE PRODS PARTNERS L	COM	$15.6M	411,781	1.2%
STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.5M	23,827	1.2%
COSTCO WHOLESALE CORPORATION	COM	$15.5M	15,538	1.2%
PROCTER & GAMBLE CO	COM	$14.5M	100,406	1.1%
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.2M	221,537	1.1%
AMPHENOL CORP	CL A	$14.2M	112,002	1.1%
ENERGY TRANSFER L P	COM UT LTD PTN	$14.1M	731,253	1.1%
TJX COS INC NEW	COM	$14.0M	87,505	1.1%
EOG RES INC	COM	$13.8M	95,643	1.0%
VISA INC	COM CL A	$13.6M	44,931	1.0%
PARKER-HANNIFIN CORP	COM	$12.0M	13,357	0.9%
ENTERGY CORP NEW	COM	$11.0M	97,530	0.8%
HOME DEPOT INC	COM	$10.2M	30,889	0.8%
GARMIN LTD	SHS	$9.9M	42,460	0.7%
ISHARES TR	RUS 1000 ETF	$9.8M	27,389	0.7%
TRANE TECHNOLOGIES PLC	SHS	$9.7M	23,252	0.7%
AFLAC INC	COM	$9.3M	84,476	0.7%
INTUIT	COM	$8.7M	20,193	0.7%
STRYKER CORPORATION	COM	$8.6M	26,107	0.6%

Changes between the last two quarters

Mar 31, 2026 Turtle Creek Wealth Advisors, LLC exited Astrazeneca Plc (was $6,328,553, 68,841 shares) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Select Sector Spdr Tr 71,271 -> 13,606 shares ($10,260,886 -> $1,808,237) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 116,754 -> 53,025 shares ($14,391,097 -> $5,997,657) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Lennar Corp 50,546 -> 67,846 shares ($5,196,123 -> $5,891,715) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Garmin Ltd 31,252 -> 42,460 shares ($6,339,426 -> $9,851,229) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Palantir Technologies Inc 13,893 -> 17,514 shares ($2,469,481 -> $2,561,948) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Invesco Exchange Traded Fd T 17,303 -> 3,851 shares ($3,314,571 -> $739,092) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Blue Owl Capital Inc 807,268 -> 128,813 shares ($12,060,584 -> $1,176,063) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 68,549 -> 36,753 shares ($8,238,185 -> $4,568,793) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased EOG Res Inc 65,383 -> 95,643 shares ($6,865,895 -> $13,827,167) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased S&p Global Inc 14,294 -> 18,949 shares ($7,469,966 -> $8,059,693) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Blackstone Inc 41,822 -> 56,803 shares ($6,446,443 -> $6,531,777) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 6,353 -> 4,500 shares ($3,006,875 -> $1,918,800) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased The Cigna Group 18,108 -> 28,700 shares ($4,983,895 -> $7,655,648) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Costco Wholesale Corporation 12,422 -> 15,538 shares ($10,711,821 -> $15,482,748) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Procter & Gamble Co 77,504 -> 100,406 shares ($11,107,090 -> $14,502,573) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Netflix Inc. 32,268 -> 43,830 shares ($3,025,448 -> $4,214,255) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC increased Merck & Co Inc 20,734 -> 26,753 shares ($2,182,452 -> $3,218,133) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Select Sector Spdr Tr 21,286 -> 1,895 shares ($3,295,073 -> $277,826) sec.gov
Mar 31, 2026 Turtle Creek Wealth Advisors, LLC reduced Ishares Tr 6,292 -> 2,065 shares ($2,157,967 -> $656,815) sec.gov
Dec 31, 2025 Turtle Creek Wealth Advisors, LLC increased Select Sector Spdr Tr 11,465 -> 21,286 shares ($1,595,584 -> $3,295,073) sec.gov
Dec 31, 2025 Turtle Creek Wealth Advisors, LLC increased Netflix Inc 2,861 -> 32,268 shares ($3,430,110 -> $3,025,448) sec.gov
Dec 31, 2025 Turtle Creek Wealth Advisors, LLC increased Abbvie Inc 12,192 -> 20,751 shares ($2,822,846 -> $4,741,433) sec.gov
Dec 31, 2025 Turtle Creek Wealth Advisors, LLC increased Ishares Tr 2,155 -> 6,292 shares ($717,270 -> $2,157,967) sec.gov
Dec 31, 2025 Turtle Creek Wealth Advisors, LLC increased Merck & Co Inc 15,229 -> 20,734 shares ($1,278,182 -> $2,182,452) sec.gov

Real estate

No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

No co-investor on the record.

Independent sponsor relationships

No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.

Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changedTurtle 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.)ClassificationFactturtlecreekwealth.com
Sep 12, 2026Classification changedTurtle Creek Wealth Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))ClassificationFactno URL
Sep 11, 2026Office discoveredTurtle Creek Wealth Advisors, LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Mar 28, 2024Private fund first reportedTurtle Creek Wealth Advisors, LLC first reported TCWA TURNS, LLC on Form ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
Mar 28, 2024Private fund first reportedTurtle Creek Wealth Advisors, LLC first reported TCWA ESPERANZA GOM, LLC on Form ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov

Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 86 shown.

Score components

Freshness

+100 days since the newest source-dated fact or analyst verification (1 days)

Contactability

+40 named decision-makers (Dale Littleton Cloud (Chief Operating Officer, Elected Manager); Carolyn Lacy Miller (Owner); Alan Luther Miller (Chief Executive Officer, Elected Manager))

+30 verified business emails (16)

+20 verified business phones (5)

+10 office address

Data confidence

+10 website

+10 description

+10 people

+5 public holdings

+10 regulatory record

+20 independent sources (5 sources)

Active deployment

no components; scored 0

Exists confidence

+50 regulatory identifier (CIK, CRD or EIN)

+20 website

+30 independent sources (5 sources)

+30 analyst-verified

Research priority

+17 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($2,757,918,120)

+8 multi-family office

+4 Form D vehicles linked

+5 on another DFX graph

+0 rank (117)

Mandate confidence

no components; scored 0

Identity confidence

+90 classification (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.))

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

+15 Form ADV pe fund count (3.0)

Current activity confidence

+25 filed a 13F for a recent quarter (the entity operates; not deployment)

+25 a source-dated fact within 12 months (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+15 direct investment professional on staff

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	services_description	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-04-20	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	Turtle Creek \| Turtle Creek, a Multi-Family Office \| Turtle Creek Wealth Advisors, LLC	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE SERVICES	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	2	Dec 2, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	Dec 2, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,selection_of_other_advisers,publication_of_periodicals,educational_seminars,other	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2023-01-03	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Branch offices	7	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	214-214-3110	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	104	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	{"corporations":{"clients":4,"raum_usd":42278686,"fewer_than_5":false},"charitable_organizations":{"clients":26,"raum_usd":293246112,"fewer_than_5":false},"high	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Description	At Turtle Creek Wealth Advisors we produce highly customized investment advisory, tax and estate planning and family office services.	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Employees	26	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	480	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	385	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	365	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	269	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	118	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	75	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.3B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.3B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.1B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$847M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$670M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$433M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Dallas, TX	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Dallas, TX	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Independent Sponsor Intelligence entity	Turtle Creek Wealth Advisors, LLC (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	Turtle Creek Wealth Advisors, LLC (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	Turtle Creek Wealth Advisors, LLC (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	2828 N. HARWOOD STREET, SUITE 1250, Dallas, TX, 75201	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	outsourced_family_office	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Office type (stated)	multi_family_office “A Boutique Multi-Family Office”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) turtlecreekwealth.com	Fact
Office type (stated)	outsourced_family_office	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Private equity funds	3	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	6	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$73.4M	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	1,435	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$2.3B	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$2.8B	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	9	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Team page url	https://turtlecreekwealth.com/team/	Sep 16, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Team page url	https://turtlecreekwealth.com/team/	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Team page url	https://turtlecreekwealth.com/team/	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Website	turtlecreekwealth.com “office website turtlecreekwealth.com”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) turtlecreekwealth.com	Fact
Website	turtlecreekwealth.com	Apr 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Website title	Turtle Creek Wealth Advisors	Sep 14, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact
Website title	Turtle Creek Wealth Advisors	Sep 12, 2026	Family office and investment company websites (about, team, portfolio, news pages) turtlecreekwealth.com	Fact