TOLLESON PRIVATE WEALTH MANAGEMENT, LP
Legal name: TOLLESON PRIVATE WEALTH MANAGEMENT
CRD #111838 SEC #801-57641 DALLAS, TX 214-252-3250
SEC Registered Private Funds
Total AUM
$8.8B
Discretionary
$8.5B
Employees
102
Clients
101
Accounts
3,985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $8.8B | $8.5B | $257.3M | 102 | 2 |
| Jul 2025 | $8.8B | $8.5B | $257.3M | 102 | 2 |
| Jun 2025 | $8.8B | $8.5B | $257.3M | 102 | 2 |
| Mar 2025 | $8.8B | $8.5B | $257.3M | 102 | 2 |
| Jan 2025 | $8.2B | $8B | $202.4M | 116 | 3 |
| Jul 2024 | $8.2B | $8B | $202.4M | 116 | 3 |
| Mar 2024 | $8.2B | $8B | $202.4M | 116 | 3 |
| Jan 2024 | $7.6B | $7.4B | $168.7M | 122 | 3 |
| Oct 2023 | $7.6B | $7.4B | $168.7M | 122 | 3 |
| Jul 2023 | $7.6B | $7.4B | $168.7M | 122 | 3 |
| Mar 2023 | $7.6B | $7.4B | $168.7M | 122 | 3 |
| Jan 2023 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Jan 2023 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Sep 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Jun 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| May 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Apr 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Apr 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Apr 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Mar 2022 | $8.2B | $7.8B | $425.6M | 96 | 7 |
| Jan 2022 | $6.9B | $6.6B | $273.3M | 85 | 9 |
| Mar 2021 | $6.9B | $6.6B | $273.3M | 85 | 9 |
| Jan 2021 | $6.6B | $6.5B | $119.8M | 87 | 7 |
| Jun 2020 | $6.6B | $6.5B | $119.8M | 87 | 7 |
| Mar 2020 | $6.6B | $6.5B | $119.8M | 87 | 7 |
| May 2019 | $5.6B | $5.4B | $123.5M | 83 | 6 |
| Apr 2019 | $5.6B | $5.4B | $123.5M | 83 | 6 |
| Mar 2019 | $5.6B | $5.4B | $123.5M | 83 | 6 |
| Dec 2018 | $5.6B | $5.4B | $193.8M | 76 | 6 |
| Jun 2018 | $5.6B | $5.4B | $193.8M | 76 | 6 |
| Jun 2018 | $5.6B | $5.4B | $193.8M | 76 | 6 |
| Mar 2018 | $5.6B | $5.4B | $193.8M | 76 | 6 |
| Dec 2017 | $4.9B | $4.7B | $177.9M | 69 | 4 |
| Sep 2017 | $4.9B | $4.7B | $177.9M | 69 | 200 |
| Jul 2017 | $4.9B | $4.7B | $177.9M | 69 | 200 |
| Mar 2017 | $4.9B | $4.7B | $177.9M | 69 | 200 |
| Jan 2017 | $4.5B | $4.4B | $129M | 58 | 200 |
| Nov 2016 | $4.5B | $4.4B | $129M | 58 | 200 |
| Mar 2016 | $4.5B | $4.4B | $129M | 58 | 200 |
| Jul 2015 | $4.4B | $4.3B | $124.8M | 59 | 100 |
| Jul 2015 | $4.4B | $4.3B | $124.8M | 59 | 100 |
| Mar 2015 | $4.4B | $4.3B | $124.8M | 59 | 100 |
| Jan 2015 | $3.9B | $3.4B | $489M | 54 | 100 |
| Dec 2014 | $3.9B | $3.4B | $489M | 54 | 100 |
| Sep 2014 | $3.9B | $3.4B | $489M | 54 | 100 |
| Jul 2014 | $3.9B | $3.4B | $489M | 54 | 100 |
| Mar 2014 | $3.9B | $3.4B | $489M | 54 | 100 |
| Mar 2013 | $3.5B | $2.9B | $599.9M | 52 | 100 |
| Apr 2012 | $2.4B | $1.8B | $576.5M | 11 | 26 |
| May 2011 | $2.3B | $1.6B | $666.1M | -- | -- |
| Mar 2011 | $2.3B | $1.6B | $666.1M | -- | -- |
| Mar 2010 | $2B | $1.5B | $530.8M | -- | -- |
| Mar 2009 | $1.8B | $1.2B | $561.3M | -- | -- |
| Mar 2007 | $2B | $1.2B | $728.3M | -- | -- |
| Mar 2004 | $889.8M | $317.9M | $571.8M | -- | -- |
| Apr 2002 | $400M | $0 | $400M | 10 | -- |
| Mar 2002 | $400M | $0 | $400M | 10 | -- |
DateOct 2025
Total AUM$8.8B
Discretionary$8.5B
Non-Disc.$257.3M
Employees102
Clients2
DateJul 2025
Total AUM$8.8B
Discretionary$8.5B
Non-Disc.$257.3M
Employees102
Clients2
DateJun 2025
Total AUM$8.8B
Discretionary$8.5B
Non-Disc.$257.3M
Employees102
Clients2
DateMar 2025
Total AUM$8.8B
Discretionary$8.5B
Non-Disc.$257.3M
Employees102
Clients2
DateJan 2025
Total AUM$8.2B
Discretionary$8B
Non-Disc.$202.4M
Employees116
Clients3
DateJul 2024
Total AUM$8.2B
Discretionary$8B
Non-Disc.$202.4M
Employees116
Clients3
DateMar 2024
Total AUM$8.2B
Discretionary$8B
Non-Disc.$202.4M
Employees116
Clients3
DateJan 2024
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$168.7M
Employees122
Clients3
DateOct 2023
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$168.7M
Employees122
Clients3
DateJul 2023
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$168.7M
Employees122
Clients3
DateMar 2023
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$168.7M
Employees122
Clients3
DateJan 2023
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateJan 2023
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateSep 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateJun 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateMay 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateApr 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateApr 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateApr 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateMar 2022
Total AUM$8.2B
Discretionary$7.8B
Non-Disc.$425.6M
Employees96
Clients7
DateJan 2022
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$273.3M
Employees85
Clients9
DateMar 2021
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$273.3M
Employees85
Clients9
DateJan 2021
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$119.8M
Employees87
Clients7
DateJun 2020
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$119.8M
Employees87
Clients7
DateMar 2020
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$119.8M
Employees87
Clients7
DateMay 2019
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$123.5M
Employees83
Clients6
DateApr 2019
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$123.5M
Employees83
Clients6
DateMar 2019
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$123.5M
Employees83
Clients6
DateDec 2018
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.8M
Employees76
Clients6
DateJun 2018
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.8M
Employees76
Clients6
DateJun 2018
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.8M
Employees76
Clients6
DateMar 2018
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.8M
Employees76
Clients6
DateDec 2017
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$177.9M
Employees69
Clients4
DateSep 2017
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$177.9M
Employees69
Clients200
DateJul 2017
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$177.9M
Employees69
Clients200
DateMar 2017
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$177.9M
Employees69
Clients200
DateJan 2017
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$129M
Employees58
Clients200
DateNov 2016
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$129M
Employees58
Clients200
DateMar 2016
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$129M
Employees58
Clients200
DateJul 2015
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$124.8M
Employees59
Clients100
DateJul 2015
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$124.8M
Employees59
Clients100
DateMar 2015
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$124.8M
Employees59
Clients100
DateJan 2015
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$489M
Employees54
Clients100
DateDec 2014
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$489M
Employees54
Clients100
DateSep 2014
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$489M
Employees54
Clients100
DateJul 2014
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$489M
Employees54
Clients100
DateMar 2014
Total AUM$3.9B
Discretionary$3.4B
Non-Disc.$489M
Employees54
Clients100
DateMar 2013
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$599.9M
Employees52
Clients100
DateApr 2012
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$576.5M
Employees11
Clients26
DateMay 2011
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$666.1M
Employees--
Clients--
DateMar 2011
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$666.1M
Employees--
Clients--
DateMar 2010
Total AUM$2B
Discretionary$1.5B
Non-Disc.$530.8M
Employees--
Clients--
DateMar 2009
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$561.3M
Employees--
Clients--
DateMar 2007
Total AUM$2B
Discretionary$1.2B
Non-Disc.$728.3M
Employees--
Clients--
DateMar 2004
Total AUM$889.8M
Discretionary$317.9M
Non-Disc.$571.8M
Employees--
Clients--
DateApr 2002
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees10
Clients--
DateMar 2002
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees10
Clients--