TrueAdvisor
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CFP
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CFP
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Tolleson Private Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
222 clients
Average Client Portfolio
$39.5M average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$20M

Location

5500 Preston Road, Suite 250, Dallas, TX, 75205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tolleson Private Wealth Management
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Mariner Wealth Advisors
February 2021 - December 2021 · 10 mos
Wealth Enhancement Advisory Services, LLC
June 2013 - February 2015 · 1 yr 8 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.