Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $4,916,625,700 in 3,124 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,917
    MILLION
  • Total Number of Accounts
    3,124
    ACCOUNTS
  • Average Account Value
    $1,573,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, NY, TX

Financial Advisors at Tolleson Private Wealth Management
Showing 1 - 10 of 28 top financial advisors.
1
Eric W. Bennett
CRD#: 2113011
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Eric Bennett (CRD# 2113011) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 27 years of experience in the finance industry.

2
Jeffrey K. Dunn
CRD#: 5422624
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Jeffrey Dunn (CRD# 5422624) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 10 years of experience in the finance industry. Jeffrey Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory S. Hall
CRD#: 3135598
5500 Preston Road, Suite 250, Dallas, TX 75205
96
Wealthminder
score

Gregory Hall (CRD# 3135598) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 19 years of experience in the finance industry. Gregory Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Royce C. Ramey
CRD#: 4751664
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Royce Ramey (CRD# 4751664) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.

5
Timothy M. Stobaugh
CRD#: 2458941
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Timothy Stobaugh (CRD# 2458941) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 21 years of experience in the finance industry.

6
Courtney P. Pregler
CRD#: 5706672
5500 Preston Road Ste 250, Dallas, TX 75205
93
Wealthminder
score

Courtney Pregler (CRD# 5706672) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.

7
Geoffrey C. Tran
CRD#: 5748874
5500 Preston Road Ste 250, Dallas, TX 75205
93
Wealthminder
score

Geoffrey Tran (CRD# 5748874) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.

8
Michael R. Wagner
CRD#: 1459904
5500 Preston Road Ste 250, Dallas, TX 75205
93
Wealthminder
score

Michael Wagner (CRD# 1459904) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 21 years of experience in the finance industry.

9
Courtney R. Allen
CRD#: 6548827
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Courtney Allen (CRD# 6548827) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Courtney Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Tyler P. Atha
CRD#: 5623808
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Tyler Atha (CRD# 5623808) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Tyler Atha has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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