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TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, TX · CRD 322998 · IAPD ↗ · 214-214-3110

$2.76BRegulatory AUM
20Advisory reps
26Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
February 2026 — TURTLE CREEK WEALTH ADVISORS, LLC reported RAUM up 61% ($1.71B -> $2.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
June 2025 — TURTLE CREEK WEALTH ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
June 2025 — TURTLE CREEK WEALTH ADVISORS, LLC reported RAUM up 28% ($1.33B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — TURTLE CREEK WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($905.6M -> $1.33B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — TURTLE CREEK WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — TURTLE CREEK WEALTH ADVISORS, LLC now reports custody of client assets ($667.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — TURTLE CREEK WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($223.5M -> $905.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — TURTLE CREEK WEALTH ADVISORS, LLC grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — TURTLE CREEK WEALTH ADVISORS, LLC now reports 2 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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