RIA Intel›Advisers›Texas›TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

Fund Manager

N·DALLAS, TX

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM

$9.3B

1-Year AUM Growth

+6.5%

3-Year CAGR

+2.3%

Employees

73

Assets Under Management

Total AUM$9.3B

Discretionary AUM$9.1B

Non-Discretionary AUM$153M

Discretionary %98.3%

Total Clients222

Team

Total Employees73

Investment Advisers93

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds22

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record60

First FilingMar 30, 2001

Latest FilingJul 17, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.