Turtle Creek Wealth Advisors, LLC

CRD 322998 · Dallas, TX · $2.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 322998
SEC number: 801-127123
Firm type: RIA
Assets under management: $2.8B as of Jun 2, 2026
Website: www.instagram.com/turtlecreekwealthadvisors ↗
Phone: 214-214-3110
Address: 2828 N. Harwood Street, Dallas, TX, 75201

Advisors at this firm

18 in our index · page 1 of 1

Benjamin Garrett CarterCRD 7640957 · Dallas, TX

IA Registered
Dale Littleton CloudCRD 5566760 · Austin, TX

IA RegisteredRegistration inactive
Emily Dawson ClockCRD 6432314 · Dallas, TX

IA RegisteredRegistration inactive
Monica EakerCRD 5780980 · Dallas, TX

IA RegisteredRegistration inactive
Lawrence Arthur GekiereCRD 1931680 · Dallas, TX

IA RegisteredRegistration inactive
Maria Guadalupe HarrisCRD 5836067 · San Antonio, TX

IA RegisteredRegistration inactive
Richard W JacksonCRD 2828190 · Dallas, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Gregory Scott KalbCRD 4485983 · Austin, TX

IA RegisteredRegistration inactive
Alec Vincent LucenteCRD 6082489 · Dallas, TX

IA Registered
Morgan Irene MassaCRD 6981097 · Dallas, TX

IA RegisteredRegistration inactive
Alan Luther MillerCRD 5324733 · Dallas, TX

IA RegisteredRegistration inactive
Eryn Shealy MyersCRD 5552729 · Austin, TX

IA RegisteredRegistration inactive
J Matthew NewtownCRD 3114846 · Houston, TX

IA RegisteredRegistration inactive
Eric Scott ReblinCRD 6714056 · San Antonio, TX

IA Registered
John Joseph ReillyCRD 5847786 · Dallas, TX

IA Registered
David Scott SpikaCRD 2215717 · Dallas, TX

IA Registered
Matthew Brian Van ZandtCRD 7834406 · Houston, TX

IA Registered
Wesley Don WrightCRD 5335634 · Dallas, TX

IA Registered

Source & corrections

Where this page comes from

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

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