TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998File 801-127123

APPROVED

Retail clients

Custody

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.76B

Top 25% of cohort (national)

Discretionary AUM

$2.65B

Non-discretionary $110.1M

Clients

140

1,435 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 3, 2023
Principal office: 2828 N. HARWOOD STREET, SUITE 1250, DALLAS, TX, 75201
Phone: 214-214-3110
Website: https://www.instagram.com/turtlecreekwealthadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.76B
Discretionary AUM: $2.65B
Non-discretionary AUM: $110.1M
Discretionary accounts: 1,347
Non-discretionary accounts: 88
Total accounts: 1,435
AUM per client: $19.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$42.3M
Charitable organizations	26	$293.2M
High net worth individuals	104	$2.35B
Pooled investment vehicles	6	$75.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Selection of other advisers
Portfolio management for businesses
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: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.