TURTLE CREEK WEALTHCARE

TURTLE CREEK WEALTHCARE is an SEC-registered investment adviser (CRD 142312). Regulatory assets under management: $530K.

Registration

• CRD: 142312
• Type: Registered investment adviser
• Phone: 800-680-6120
• Latest filing: 2026-03-13
• Regulatory AUM: $530K
• Non-discretionary AUM: $530K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search