← Directory
TOLLESON PRIVATE WEALTH MANAGEMENT
Legal name: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
CRD 111838File 801-57641
APPROVED
Retail clients
Custody
Filing as of Sep 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 102 | 93 | decreased by9 |
| Apr 1, 2026 | Clients | 222 | 224 | increased by2 |
| Apr 1, 2026 | AUM | $8,759,140,273 | $9,258,770,823 | increased by$499,630,550 |
| Apr 1, 2026 | Accounts | 3,985 | 3,931 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 96 | 102 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 224 | 222 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,181,879,724 | $8,759,140,273 | increased by$577,260,549 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,723 | 3,985 | increased by262 |
| Jun 1, 2022 | Disclosures | Yes | No | |
| May 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Employees | 85 | 96 | increased by11 |
| Apr 1, 2022 | Clients | 194 | 224 | increased by30 |
| Apr 1, 2022 | AUM | $6,878,346,390 | $8,181,879,724 | increased by$1,303,533,334 |
| Apr 1, 2022 | Accounts | 3,293 | 3,723 | increased by430 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOLLESON PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOLLESON PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.