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TURTLE CREEK WEALTH ADVISORS, LLC
CRD 322998File 801-127123
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.76B
Top 25% of cohort (national)
Discretionary AUM
$2.65B
Non-discretionary $110.1M
Clients
140
1,435 accounts
Employees
26
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 108 | 140 | increased by32 |
| Feb 1, 2026 | AUM | $1,712,227,523 | $2,757,918,120 | increased by$1,045,690,597 |
| Feb 1, 2026 | Accounts | 838 | 1,435 | increased by597 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 20 | 26 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 96 | 108 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,333,873,097 | $1,712,227,523 | increased by$378,354,426 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 747 | 838 | increased by91 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TURTLE CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TURTLE CREEK” 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.