Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $7,593,710,211 in 3,857 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,594
    MILLION
  • Total Number of Accounts
    3,857
    ACCOUNTS
  • Average Account Value
    $1,968,813
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NC, NY, OK, TX

Financial Advisors at Tolleson Private Wealth Management
Showing 11 - 20 of 28 top financial advisors.
11
Shiv S. Patel
CRD#: 7001709
5500 Preston Road, Suite 250, Dallas, TX 75205

Shiv Patel (CRD# 7001709) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

12
Courtney P. Pregler
CRD#: 5706672
5500 Preston Road, Suite 250, Dallas, TX 75205

Courtney Pregler (CRD# 5706672) 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.

13
Andrew N. Puryear
CRD#: 5250429
5500 Preston Road, Suite 250, Dallas, TX 75205

Andrew Puryear (CRD# 5250429) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 17 years of experience in the finance industry.

14
Rachael L. Reese
CRD#: 6156927
5500 Preston Road, Suite 250, Dallas, TX 75205

Rachael Reese (CRD# 6156927) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

15
Austin T. Reynolds
CRD#: 6158637
5500 Preston Road, Suite 250, Dallas, TX 75205

Austin Reynolds (CRD# 6158637) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

16
Timothy M. Stobaugh
CRD#: 2458941
5500 Preston Road, Suite 250, Dallas, TX 75205

Timothy Stobaugh (CRD# 2458941) 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.

17
Brandon J. Turner
CRD#: 6548817
5500 Preston Road, Suite 250, Dallas, TX 75205

Brandon Turner (CRD# 6548817) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

18
Michael R. Wagner
CRD#: 1459904
5500 Preston Road, Suite 250, Dallas, TX 75205

Michael Wagner (CRD# 1459904) 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.

19
Brent A. Young
CRD#: 5065167
5500 Preston Road, Suite 250, Dallas, TX 75205

Brent Young (CRD# 5065167) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry.

20
Peter R. Baldwin
CRD#: 5532608
5500 Preston Road, Suite 250, Dallas, TX 75205

Peter Baldwin (CRD# 5532608) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

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