RIA Intel›Advisers›Texas›TURTLE CREEK WEALTHCARE, INC.

TURTLE CREEK WEALTHCARE, INC.

Advisory

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in TX

#2,720

of 2,813 advisers by AUM

Average account

$530K

across 1 accounts

AUM per adviser

$530K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$530K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$530K

Discretionary AUM$0

Non-Discretionary AUM$530K

Discretionary %0%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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