DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Tolleson Private Wealth Management
Legal name Tolleson Private Wealth Management, LLC
Latest filing Sep 10, 2026
First filing on the tape Apr 2, 2012 · 53 filings
SEC status approved since May 26, 2000
RAUM
$9.3B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
38%
$3.5B individuals and HNW
Advisors
33
registered through the firm on IAPD
RAUM per advisor
$281M
derived; firm RAUM over IAPD count
Employees
93
73 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$9.3B as of Jul 17, 2026
Apr 2, 2012$2.4B then
HNW client RAUM$3.5B as of Jul 17, 2026
Mar 30, 2018$1.6B then
State-registered IARs (5.B.3)27 as of Jul 17, 2026
Apr 2, 20120 then
Employees (5.A)93 as of Jul 17, 2026
Mar 28, 201352 then
Private funds21 as of Jul 17, 2026
Apr 2, 201210 then
RAUM +5.7% over the last fiscal year+6.8% a year over threeIARs 32 to 27
Practice profile
derived from the filing of Sep 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $281MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 6derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $17.6MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 16.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- -16%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $6.4B, 215 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.1B55%
- High-net-worth individuals$3.5B38%
- Banks and thrifts$469M5.1%
- Charitable organizations$168M1.8%
- Individual clients
- 0reported
- HNW clients
- 201reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 3,931reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.4B for 215 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.38 fund_share=0.55 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
33 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Scott HallCertified Financial Planner | Dallas, Tx | Jul 22, 2004 | 27 y | 0 |
| Joshua James CouryChartered Financial Analyst | Dallas, Tx | Dec 24, 2013 | 12 y | 0 |
| Marianna Goltsova FifeCertified Financial Planner | Dallas, Tx | Apr 17, 2014 | 16 y | 0 |
| Michael R Held | Dallas, Tx | Jan 27, 2015 | 13 y | 0 |
| Brandon Jacob TurnerCertified Financial Planner | Dallas, Tx | Aug 26, 2015 | 16 y | 0 |
| Courtney Paige Pregler | Dallas, Tx | Aug 27, 2015 | 15 y | 1 |
| Jeffrey Kerr DunnCertified Financial Planner | Dallas, Tx | Sep 30, 2015 | 18 y | 0 |
| Christine Marie Finn | Dallas, Tx | Feb 19, 2016 | 11 y | 1 |
| Carmine John Camerato IICertified Financial Planner | Dallas, Tx | Feb 19, 2016 | 14 y | 0 |
| Timothy Michael StobaughChartered Financial Analyst | Dallas, Tx | Sep 30, 2016 | 30 y | 1 |
| Shiv Shrikant PatelCertified Financial Planner | Dallas, Tx | Aug 8, 2018 | 13 y | 0 |
| Peter Roberts BaldwinCertified Financial Planner | Dallas, Tx | Jul 20, 2020 | 17 y | 0 |
| Lauren Alicia WilliamsonCertified Financial Planner | Dallas, Tx | Aug 4, 2020 | 11 y | 0 |
| Andrew Nolan PuryearChartered Financial Analyst | Dallas, Tx | Jan 29, 2021 | 19 y | 1 |
| Hugh Charles Seligman | Dallas, Tx | Mar 15, 2021 | 11 y | 0 |
| Kara Fisher BulhonCertified Financial Planner | Dallas, Tx | Jul 21, 2021 | 13 y | 0 |
| Brent A YoungCertified Financial Planner, Chartered Financial Analyst | Dallas, Tx | Sep 21, 2021 | 20 y | 3 |
| Jessica Elise TaylorCertified Financial Planner | Dallas, Tx | Jan 20, 2022 | 13 y | 2 |
| Adele Marie NoelCertified Financial Planner | Dallas, Tx | Jul 14, 2022 | 10 y | 1 |
| Blake Wesley MastersonCertified Financial Planner | Dallas, Tx | Jan 31, 2023 | 10 y | 0 |
| Alexandra Crew ReederCertified Financial Planner | Dallas, Tx | Feb 15, 2024 | 14 y | 0 |
| Keaton Geno JonesCertified Financial Planner | Dallas, Tx | Feb 15, 2024 | 10 y | 0 |
| Jared Foster WilliamsCertified Financial Planner | Dallas, Tx | Jul 18, 2024 | 10 y | 0 |
| Pallavi Srivastava | Dallas, Tx | Oct 7, 2024 | 10 y | 2 |
| Kolby Wayne Sneathern | Dallas, Tx | Dec 16, 2024 | 10 y | 0 |
| Peter C Chilian | Dallas, Tx | Apr 4, 2025 | 23 y | 0 |
| Michael Reigle Wagner | Dallas, Tx | May 30, 2025 | 29 y | 3 |
| Mary Virginia MartinCertified Financial Planner | Dallas, Tx | Nov 11, 2025 | 10 y | 0 |
| Montana Gabriella Suzie DawleyCertified Financial Planner | Dallas, Tx | Apr 9, 2026 | 11 y | 0 |
| Susan George Claycombe | Dallas, Tx | Jun 4, 2026 | 18 y | 0 |
| Lori Carol Lindley | Dallas, Tx | Jul 16, 2026 | 18 y | 1 |
| Patrick StrolloChartered Financial Analyst | Dallas, Tx | Jul 16, 2026 | 19 y | 1 |
| Peter John Suberlak | Dallas, Tx | Jul 21, 2026 | 10 y | 0 |
Advisor movement
2 left, 2 joined in 12 months
net 0 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 6.1% of current headcount5 left over 36 months
Left, latest
- William Stanley Neely to Jfg Family OfficeMar 17, 2026 · RIA to RIA
- Haris Kopic to Boyum Wealth Architects LLCJan 27, 2026 · RIA to RIA
- Brittyn Russell Brender to Versant Capital Management, Inc.Apr 22, 2025 · RIA to RIA
- Lucy Andrews Gardner to Matter Family OfficeApr 26, 2024 · RIA to RIA
- Justin Lewis Thompson to Matter Family OfficeNov 27, 2023 · RIA to RIA
- Royce Creighton Ramey to Versant Capital Management, Inc.Jul 17, 2023 · RIA to RIA
- Forrest Alten Pinkerton to Alliancebernstein L.P.Dec 14, 2022 · Other
- Dustin Allan Eldridge to Team Private Wealth ManagementApr 26, 2022 · Other
- Robert Allen Turley to Creative PlanningOct 4, 2021 · RIA to RIA
- Jason Shey Lipsett to MarinerJun 14, 2020 · RIA to affiliated broker-dealer or bank
- Geoffrey Cong Khanh Tran to Fortitude Family OfficeOct 29, 2019 · RIA to RIA
- Caleb Aaron Brian to True North Advisors, LLCMar 7, 2019 · RIA to RIA
- Neal Douglas Wadley to Westwood Wealth ManagementSep 26, 2017 · Other
- Brandon Heath Kershaw to Southern Wealth Management LlpJan 9, 2017 · Other
- Benjamin Thurmond Broyles to Broyles Advisory, LLCSep 29, 2016 · Other
Joined, latest
- Lori Carol Lindley from J.P. Morgan Securities LLCJul 16, 2026 · Wirehouse to independent RIA
- Patrick Strollo from Hightower Advisors, LLCJul 16, 2026 · Affiliated broker-dealer or bank to independent RIA
- Pallavi Srivastava from View Capital Ria, LPOct 7, 2024 · RIA to RIA
- Adele Marie Noel from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 14, 2022 · Wirehouse to independent RIA
- Haris Kopic from MarinerJan 20, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jessica Elise Taylor from Fidelity Personal And Workplace AdvisorsJan 20, 2022 · Affiliated broker-dealer or bank to independent RIA
- Brent A Young from Frost Investment ServicesSep 21, 2021 · Affiliated broker-dealer or bank to independent RIA
- Forrest Alten Pinkerton from Bok Financial AdvisorsMay 28, 2021 · Affiliated broker-dealer or bank to independent RIA
- Andrew Nolan Puryear from UBS Financial Services Inc.Jan 29, 2021 · Wirehouse to independent RIA
- Lucy Andrews Gardner from Hornor, Townsend & Kent, LLCJul 20, 2020 · Other
- Dustin Allan Eldridge from Carter Advisory Services, IncNov 25, 2019 · Other
- Brittyn Russell Brender from Goldman Sachs Wealth Services, L.P.Sep 10, 2019 · Other
- Michael Reigle Wagner from Mai Capital Management, LLCJul 21, 2017 · Other
- Timothy Michael Stobaugh from Greenstone Capital Management Partners, LPSep 30, 2016 · Other
- Christine Marie Finn from Strategic Advisers LLCFeb 19, 2016 · Other
Private funds
30 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Tolleson US Equity, LP | Hedge Fund | $1.9B | 299 | Apr 2, 2012 |
| Tolleson International Equity, LP | Hedge Fund | $1.2B | 312 | Apr 2, 2012 |
| Tolleson Core Bond, LP | Other Private Fund | $945M | 304 | Apr 2, 2012 |
| Tolleson High Yield Credit, LP | Other Private Fund | $449M | 280 | Mar 30, 2017 |
| Tolleson 2022 Alternative Income, LP | Private Equity Fund | $95.1M | 76 | Jan 19, 2022 |
| Tolleson 2023 Private Investment, LP | Private Equity Fund | $91.5M | 87 | Jan 19, 2023 |
| Twm Equity Opportunity Fund, LPno longer reported | Hedge Fund | $89.9M | 135 | Apr 2, 2012 |
| Tolleson 2024 Alternative Income, LP | Private Equity Fund | $70.1M | 59 | Mar 29, 2024 |
| Tolleson 2022 Private Investments, LP | Private Equity Fund | $66.4M | 71 | Jan 19, 2022 |
| Tolleson 2024 Private Investment, LP | Private Equity Fund | $51.7M | 64 | Mar 29, 2024 |
| Tolleson 2021 Private Investment, LP | Private Equity Fund | $50.0M | 56 | Mar 31, 2021 |
| Tolleson 2018 Private Investment, LP | Private Equity Fund | $43.0M | 51 | Mar 30, 2018 |
| Tolleson 2019 Private Investment, LP | Private Equity Fund | $36.8M | 45 | Apr 3, 2019 |
| Tolleson 2020 Private Investment, LP | Private Equity Fund | $34.4M | 46 | Mar 30, 2020 |
| Tolleson 2016 Private Investment, LP | Private Equity Fund | $21.4M | 53 | Nov 4, 2016 |
| Tolleson 2017 Private Investment, LP. | Private Equity Fund | $19.5M | 46 | Sep 26, 2017 |
| Tolleson 2015 Private Investment, LP | Private Equity Fund | $11.3M | 18 | Mar 30, 2016 |
| Tolleson 2015 Energy, LP | Private Equity Fund | $7.1M | 24 | Jul 6, 2015 |
| Tolleson 2015 Goff, LP | Private Equity Fund | $5.1M | 27 | Mar 30, 2016 |
| Tolleson 2025 Private Investment, LP | $4.7M | 54 | Sep 10, 2026 | |
| Tolleson 2012 Energy, LP | Private Equity Fund | $2.7M | 36 | Mar 28, 2013 |
| Rock Bluff Strategic Fixed Income Offshore Partnership, L.P.no longer reported | Hedge Fund | $2.0M | 53 | Mar 28, 2013 |
| Tolleson 2012 Technology, LPno longer reported | Private Equity Fund | $647,021 | 24 | Mar 28, 2013 |
| Rock Bluff 2007 Ocm Partnership, L.P.no longer reported | Private Equity Fund | $623,234 | 29 | Apr 2, 2012 |
| Rock Bluff 2006 Bcf Partnership, L.P.no longer reported | Private Equity Fund | $500,887 | 20 | Apr 2, 2012 |
| Rock Bluff Equity Income Partnership, L.P.no longer reported | Other Private Fund | $290,895 | 212 | Apr 2, 2012 |
| Rock Bluff 2005 Ocm Partnership, L.P.no longer reported | Private Equity Fund | $222,093 | 14 | Apr 2, 2012 |
| Rock Bluff Hedge Fund Partnership, L.P.no longer reported | Hedge Fund | $134,006 | 229 | Apr 2, 2012 |
| Rock Bluff Hedge Fund Offshore Partnership, L.P.no longer reported | Hedge Fund | $33,473 | 22 | Apr 2, 2012 |
| Tolleson 2026 Private Investment, LP | $0 | 0 | Sep 10, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Michelle Amy Armstrong · Managing Directorcontrolsince 01/2024 · owns less than 5%
- Roberts Peter Baldwin · Managing Directorcontrolsince 01/2025 · owns less than 5%
- Wayne Eric Bennett · Chief Investment Officercontrolsince 12/2017 · owns less than 5%
- Russell Brittyn Brender · Managing Directorcontrolsince 01/2024 · owns less than 5%
- John Carmine Camerato II · Managing Directorcontrolsince 01/2026 · owns less than 5%
- C Peter Chilian · President, Tolleson Wealth Management & Chief Investment Officercontrolsince 02/2025 · owns less than 5%
- James Joshua Coury · Senior Managing Directorcontrolsince 07/2022 · owns less than 5%
- Kerr Jeffrey Dunn · Managing Directorcontrolsince 07/2022 · owns less than 5%
- Byrne Eric Fernelius · Managing Directorcontrolsince 07/2026 · owns less than 5%
- Scott Gregory Hall · Senior Managing Directorcontrolsince 04/2005 · owns less than 5%
- R Michael Held · Managing Directorcontrolsince 03/2015 · owns less than 5%
- Christine Andrea Hulcy · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- Wells Susan Jenevein · Managing Directorcontrolsince 01/2022 · owns less than 5%
- Wagoner Jennifer Kirksey · Depty Chief Operations Officercontrolsince 06/2024 · owns less than 5%
- Hill Tracie Klein · Chief Compliance Officer & Chief Administrative Officercontrolsince 09/2004 · owns less than 5%
- Jenny Elizabeth Lean · Managing Directorcontrolsince 07/2026 · owns less than 5%
- Carol Lori Lindley · Managing Directorcontrolsince 07/2026 · owns less than 5%
- Shrikant Shiv Patel · Managing Directorcontrolsince 01/2026 · owns less than 5%
- Paige Courtney Pregler · Chief Compliance Officercontrolsince 01/2025 · owns less than 5%
- Michael John Scheibe · Chief Operating Officercontrolsince 01/2014 · owns less than 5%
- Charles Hugh Seligman · Managing Directorcontrolsince 01/2026 · owns less than 5%
- Andrew Owen Smith · Chief Operating Officer & Chief Technology Officercontrolsince 01/2025 · owns less than 5%
- Antwanette Aleta Stampley · Managing Directorcontrolsince 05/2024 · owns less than 5%
- Michael Timothy Stobaugh · Managing Directorcontrolsince 07/2024 · owns less than 5%
- Carter John Tolleson Jr. · Chief Executive Officercontrolsince 03/2013 · owns less than 5%
- Carter John Tolleson · Executive Chairmancontrolsince 04/2000 · owns less than 5%
- Reigle Michael Wagner · Chief Strategist & Managing Director Of Fixed Incomecontrolsince 05/2025 · owns less than 5%
- A Brent Young · Managing Directorcontrolsince 01/2026 · owns less than 5%
- Carter John Tolleson Jr. · Trusteecontrolsince 12/2021 · owns F of Dt 2020 Saving Trust
- June Debra Tolleson · Trusteecontrolsince 12/2021 · owns F of Dt 2020 Saving Trust
Entity owners
- Tolleson Wealth Mangement Of Delaware, Inc · Limited Partnerdirect · owns 75% or more
- Tolleson Wealth Mangement, · Holding Companydirect · owns less than 5%
- Tolleson Wealth Mangement, Inc · Holding Companydirect · owns less than 5%
- Tpwm Services, Inc. · General Partnerdirect · owns less than 5%
- Dt 2020 Saving Trust · Shareholderindirect · owns 25% to 50% of Tolleson Wealth Management, Inc.
- Jt 2020 Secure Trust · Shareholderindirect · owns 25% to 50% of Tolleson Wealth Management, Inc.
- Tolleson Wealth Management, Inc. · Sole Shareholderindirect · owns 75% or more of Tolleson Wealth Mangement Of Delaware, Inc
- Tolleson Private Wealth · Limited Liability Companydirect · owns less than 5%
Related persons
Schedule D 7.A
- Tolleson Gp Management, Incpooled vehicle sponsorn
- Tolleson Private Bankcustodiann
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 33 | 6 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX
ADV anomalies
18 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 10, 2026Chilian, Peter, C (PRESIDENT, TOLLESON WEALTH MANAGEMENT & CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026YOUNG, BRENT, A (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Lindley, Lori, Carol (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026BALDWIN, PETER, ROBERTS (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026PREGLER, COURTNEY, PAIGE (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Camerato II, Carmine, John (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Patel, Shiv, Shrikant (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Seligman, Hugh, Charles (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Fernelius, Eric, Byrne (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Lean, Elizabeth, Jenny (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026BENNETT, ERIC, WAYNE (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026BRENDER, BRITTYN, RUSSELL (MANAGING DIRECTOR) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026KLEIN, TRACIE, HILL (CHIEF COMPLIANCE OFFICER & CHIEF ADMINISTRATIVE OFFICER) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026SCHEIBE, JOHN, MICHAEL (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Jenevein, Susan, Wells (MANAGING DIRECTOR) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Tolleson, Debra, June (TRUSTEE) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Armstrong, Amy, Michelle (MANAGING DIRECTOR) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Sep 10, 2026Kirksey, Jennifer, Wagoner (DEPTY CHIEF OPERATIONS OFFICER) left Schedule A between the filings of 2024-07-22 and 2026-09-10peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250Jul 17, 2026 to Sep 10, 2026
- Private funds · 21 to unsetJul 17, 2026 to Sep 10, 2026
- Succession · false to unsetJul 17, 2026 to Sep 10, 2026
- Private funds · 22 to 21Mar 31, 2026 to Jul 17, 2026
- Accounts · 3,985 to 3,931Jan 29, 2026 to Mar 31, 2026
- Advisory employees · 76 to 73Jan 29, 2026 to Mar 31, 2026
- HNW clients · 200 to 201Jan 29, 2026 to Mar 31, 2026
- Pooled vehicle clients · 20 to 21Jan 29, 2026 to Mar 31, 2026
- Assets in custody · $6.0B to $6.4BJan 29, 2026 to Mar 31, 2026
- Employees · 102 to 93Jan 29, 2026 to Mar 31, 2026
- State-registered IARs · 32 to 27Jan 29, 2026 to Mar 31, 2026
- Discretionary RAUM · $8.5B to $9.1BJan 29, 2026 to Mar 31, 2026
- HNW RAUM · $3.2B to $3.5BJan 29, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $257M to $153MJan 29, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $5.1B to $5.1BJan 29, 2026 to Mar 31, 2026
- RAUM · $8.8B to $9.3BJan 29, 2026 to Mar 31, 2026
- Succession · true to falseJan 29, 2026 to Mar 31, 2026
- Legal name · TOLLESON PRIVATE WEALTH MANAGEMENT, LP to TOLLESON PRIVATE WEALTH MANAGEMENT, LLCOct 16, 2025 to Jan 29, 2026
- Organization form · Partnership to Limited Liability CompanyOct 16, 2025 to Jan 29, 2026
- Private funds · 21 to 22Oct 16, 2025 to Jan 29, 2026
- Succession · false to trueOct 16, 2025 to Jan 29, 2026
- Financial planning clients · 101-250 to 101-250Jun 30, 2025 to Jul 14, 2025
- Accounts · 4,038 to 3,985Jan 2, 2025 to Mar 31, 2025
- Advisory employees · 89 to 76Jan 2, 2025 to Mar 31, 2025
- HNW clients · 204 to 200Jan 2, 2025 to Mar 31, 2025
- Pooled vehicle clients · 18 to 20Jan 2, 2025 to Mar 31, 2025
- Assets in custody · $5.9B to $6.0BJan 2, 2025 to Mar 31, 2025
- Employees · 116 to 102Jan 2, 2025 to Mar 31, 2025
- State-registered IARs · 33 to 32Jan 2, 2025 to Mar 31, 2025
- Private funds · 20 to 21Jan 2, 2025 to Mar 31, 2025
- Discretionary RAUM · $8.0B to $8.5BJan 2, 2025 to Mar 31, 2025
- HNW RAUM · $2.7B to $3.2BJan 2, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $202M to $257MJan 2, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $5.0B to $5.1BJan 2, 2025 to Mar 31, 2025
- RAUM · $8.2B to $8.8BJan 2, 2025 to Mar 31, 2025
- Accounts · 3,857 to 4,038Jan 30, 2024 to Mar 29, 2024
- HNW clients · 211 to 204Jan 30, 2024 to Mar 29, 2024
- Pooled vehicle clients · 17 to 18Jan 30, 2024 to Mar 29, 2024
- Assets in custody · $5.6B to $5.9BJan 30, 2024 to Mar 29, 2024
- Employees · 122 to 116Jan 30, 2024 to Mar 29, 2024
Signals
32 dated events
- William Stanley Neely left Tolleson Private Wealth Management for Jfg Family Office (registered 2026-02-17)Mar 17, 2026 · Advisor changed firm · fact
- Tolleson Private Wealth Management reported succeeding to the business of Tolleson Private Wealth Management (Form ADV Item 4)Jan 29, 2026 · Succession (Item 4) · fact
- Haris Kopic left Tolleson Private Wealth Management for Boyum Wealth Architects Llc (registered 2026-02-04)Jan 27, 2026 · Advisor changed firm · fact
- Brittyn Russell Brender left Tolleson Private Wealth Management for Versant Capital Management, Inc. (registered 2026-04-22)Apr 22, 2025 · Advisor changed firm · fact
- Andrew Owen Smith (Depty Chief Technology Officer) appeared on Schedule A of Tolleson Private Wealth ManagementJul 22, 2024 · Control person joined · fact
- Michael Timothy Stobaugh (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementJul 22, 2024 · Control person joined · fact
- Michelle Amy Armstrong (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementJul 22, 2024 · Control person joined · fact
- Antwanette Aleta Stampley (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementJul 22, 2024 · Control person joined · fact
- Wagoner Jennifer Kirksey (Depty Chief Operations Officer) appeared on Schedule A of Tolleson Private Wealth ManagementJul 22, 2024 · Control person joined · fact
- Lucy Andrews Gardner left Tolleson Private Wealth Management for Matter Family Office (registered 2024-07-10)Apr 26, 2024 · Advisor changed firm · fact
- Russell Brittyn Brender (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 29, 2024 · Control person joined · fact
- Pirtle Dorothy Reeder (Managing Director) no longer on Schedule A of Tolleson Private Wealth Management (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Lewis Justin Thompson (Managing Director) no longer on Schedule A of Tolleson Private Wealth Management (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Micahl Era Wester (Managing Director) no longer on Schedule A of Tolleson Private Wealth Management (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Lee Rachael Reese (Managing Director) no longer on Schedule A of Tolleson Private Wealth Management (listed 2024-01-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Justin Lewis Thompson left Tolleson Private Wealth Management for Matter Family Office (registered 2023-12-19)Nov 27, 2023 · Advisor changed firm · fact
- Richard John Joyner (President) no longer on Schedule A of Tolleson Private Wealth Management (listed 2023-07-31, absent 2023-10-31)Oct 31, 2023 · Control person left · inference
- Creighton Royce Ramey (Chief Experience Officer) no longer on Schedule A of Tolleson Private Wealth Management (listed 2023-03-30, absent 2023-07-31)Jul 31, 2023 · Control person left · inference
- Royce Creighton Ramey left Tolleson Private Wealth Management for Versant Capital Management, Inc. (registered 2023-07-18)Jul 17, 2023 · Advisor changed firm · fact
- Lee Rachael Reese (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 30, 2023 · Control person joined · fact
- Kerr Jeffrey Dunn (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 30, 2023 · Control person joined · fact
- James Joshua Coury (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 30, 2023 · Control person joined · fact
- Forrest Alten Pinkerton left Tolleson Private Wealth Management for Alliancebernstein L.P. (registered 2025-12-09)Dec 14, 2022 · Advisor changed firm · fact
- June Debra Tolleson (Trustee) appeared on Schedule A of Tolleson Private Wealth ManagementApr 29, 2022 · Control person joined · fact
- Dustin Allan Eldridge left Tolleson Private Wealth Management for Team Private Wealth Management (registered 2022-04-28)Apr 26, 2022 · Advisor changed firm · fact
- Lewis Justin Thompson (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 31, 2022 · Control person joined · fact
- Micahl Era Wester (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 31, 2022 · Control person joined · fact
- Wells Susan Jenevein (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 31, 2022 · Control person joined · fact
- Reigle Michael Wagner (Managing Director) appeared on Schedule A of Tolleson Private Wealth ManagementMar 31, 2021 · Control person joined · fact
- Christine Andrea Hulcy (Chief Financial Officer) appeared on Schedule A of Tolleson Private Wealth ManagementJan 29, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Tolleson Private Wealth Management · Independent Sponsorsshared crd · capital_provider
- Tolleson Private Wealth Management · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 214-252-3033reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 214-252-3250reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 512-475-1313reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/TOLLESON-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- TOLLESONWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-252-3250reportedpublic record, Form ADV, Sep 10, 2026
- Contact form
- tollesonwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- tollesonwealth.com/leadership-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $281Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026