TURTLE CREEK WEALTH ADVISORS, LLC
CRD #322998 SEC #801-127123 DALLAS, TX 214-214-3110
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.6B
Employees
26
Clients
--
Accounts
838
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.6B | $93M | 26 | 0 |
| Aug 2025 | $1.7B | $1.6B | $93M | 20 | 0 |
| Jul 2025 | $1.7B | $1.6B | $93M | 20 | 0 |
| May 2025 | $1.7B | $1.6B | $93M | 20 | 0 |
| Mar 2025 | $1.3B | $1.2B | $116.7M | 20 | 0 |
| Dec 2024 | $905.6M | $801.2M | $104.4M | 19 | 0 |
| Oct 2024 | $905.6M | $801.2M | $104.4M | 19 | 0 |
| Mar 2024 | $905.6M | $801.2M | $104.4M | 19 | 0 |
| Mar 2024 | $223.5M | $206.5M | $17M | 13 | 0 |
| Dec 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Nov 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Nov 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Sep 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Aug 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Aug 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| May 2023 | $223.5M | $206.5M | $17M | 13 | 0 |
| Dec 2022 | $0 | $0 | $0 | 10 | 0 |
| Dec 2022 | $0 | $0 | $0 | 10 | 0 |
DateOct 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$93M
Employees26
Clients0
DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$93M
Employees20
Clients0
DateJul 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$93M
Employees20
Clients0
DateMay 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$93M
Employees20
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$116.7M
Employees20
Clients0
DateDec 2024
Total AUM$905.6M
Discretionary$801.2M
Non-Disc.$104.4M
Employees19
Clients0
DateOct 2024
Total AUM$905.6M
Discretionary$801.2M
Non-Disc.$104.4M
Employees19
Clients0
DateMar 2024
Total AUM$905.6M
Discretionary$801.2M
Non-Disc.$104.4M
Employees19
Clients0
DateMar 2024
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateDec 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateNov 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateNov 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateSep 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateAug 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateAug 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateMay 2023
Total AUM$223.5M
Discretionary$206.5M
Non-Disc.$17M
Employees13
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0