TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
Doing business as TOLLESON PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$9,258,770,823
Discretionary
$9,105,587,111
Non-discretionary
$153,183,712
Firm details
- CRD number
- 111838
- SEC file number
- 801-57641
- Main office
- DALLAS, TX, United States
- Employees
- 93
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.