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TOLLESON PRIVATE WEALTH MANAGEMENT
Legal name: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
CRD 111838File 801-57641
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.26B
Top 10% of cohort (national)
Discretionary AUM
$9.11B
Non-discretionary $153.2M
Clients
224
3,931 accounts
Employees
93
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 26, 2000
- Principal office
- 5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205
- Phone
- 214-252-3250
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.26B
- Discretionary AUM
- $9.11B
- Non-discretionary AUM
- $153.2M
- Discretionary accounts
- 3,855
- Non-discretionary accounts
- 76
- Total accounts
- 3,931
- AUM per client
- $41.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $168.5M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 201 | $3.54B |
| Pooled investment vehicles | 21 | $5.08B |
| Banking or thrift institutions | Fewer than 5 | $469.1M |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.