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TOLLESON PRIVATE WEALTH MANAGEMENT

DALLAS, TX · CRD 111838 · IAPD ↗ · 214-252-3250

$9.26BRegulatory AUM
73Advisory reps
93Employees
2Clients
101-250Planning clients
21Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — TOLLESON PRIVATE WEALTH MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — TOLLESON PRIVATE WEALTH MANAGEMENT filed an Item 4A succession naming TOLLESON PRIVATE WEALTH MANAGEMENT (CRD 111838) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
47
December 2025 — TOLLESON PRIVATE WEALTH MANAGEMENT notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TOLLESON PRIVATE WEALTH MANAGEMENT shrank from 89 to 76 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.