Tolleson Private Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

111838

SEC number

801-57641

Firm type

RIA

Assets under management

$9.3B as of Mar 31, 2026

Website

www.instagram.com/TOLLESONWEALTHMANAGEMENT ↗

Phone

214-252-3250

Address

5500 Preston Road, Dallas, TX, 75205

Advisors at this firm

30 in our index · page 1 of 1

• Peter Roberts BaldwinCRD 5532608 · Dallas, TX
  IA Registered
• Kara Fisher BulhonCRD 6063440 · Dallas, TX
  IA Registered
• Joshua James CouryCRD 6279363 · Dallas, TX
  IA Registered
• Carmine John Camerato IICRD 6616611 · Dallas, TX
  IA Registered
• Peter C ChilianCRD 4705028 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Susan George ClaycombeCRD 8251386 · Dallas, TX
  IA Registered
• Jeffrey Kerr DunnCRD 5422624 · Dallas, TX
  IA Registered
• Montana Gabriella Suzie DawleyCRD 6974310 · Dallas, TX
  IA Registered
• Marianna Goltsova FifeCRD 6314758 · Dallas, TX
  IA Registered
• Christine Marie FinnCRD 6237195 · Dallas, TX
  IA Registered
• Gregory Scott HallCRD 3135598 · Dallas, TX
  IA Registered
• Michael R HeldCRD 4060036 · Dallas, TX
  IA Registered
• Keaton Geno JonesCRD 7867787 · Dallas, TX
  IA Registered
• Mary Virginia MartinCRD 8169429 · Dallas, TX
  IA Registered
• Blake Wesley MastersonCRD 6823330 · Dallas, TX
  IA RegisteredRegistration inactive
• Adele Marie NoelCRD 6686075 · Dallas, TX
  IA RegisteredRegistration inactive
• Courtney Paige PreglerCRD 5706672 · Dallas, TX
  IA Registered
• Andrew Nolan PuryearCRD 5250429 · Dallas, TX
  IA RegisteredRegistration inactive
• Shiv Shrikant PatelCRD 7001709 · Dallas, TX
  IA Registered
• Alexandra Crew ReederCRD 7867567 · Dallas, TX
  IA Registered
• Timothy Michael StobaughCRD 2458941 · Dallas, TX
  IA Registered
• Hugh Charles SeligmanCRD 7333747 · Dallas, TX
  IA Registered
• Kolby Wayne SneathernCRD 7976617 · Dallas, TX
  IA Registered
• Pallavi SrivastavaCRD 5942984 · Dallas, TX
  IA RegisteredRegistration inactive
• Brandon Jacob TurnerCRD 6548817 · Dallas, TX
  IA Registered
• Jessica Elise TaylorCRD 6238014 · Dallas, TX
  IA RegisteredRegistration inactive
• Michael Reigle WagnerCRD 1459904 · Dallas, TX
  IA Registered
• Jared Foster WilliamsCRD 7951559 · Dallas, TX
  IA Registered
• Lauren Alicia WilliamsonCRD 7283992 · Dallas, TX
  IA Registered
• Brent A YoungCRD 5065167 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.