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TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

dba TOLLESON PRIVATE WEALTH MANAGEMENT · CRD 111838 · Registered Investment Adviser

Custody via related personManages private funds

TOLLESON PRIVATE WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in DALLAS, TX. The firm reports $9,258,770,823 in regulatory assets under management across 3,931 accounts, and manages 22 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$9,105,587,111
Non-discretionary$153,183,712
Total RAUM$9,258,770,823
Accounts3,931

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 111838. adviserinfo.sec.gov/firm/summary/111838.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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