TURTLE CREEK WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 322998). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Corporations, Investment cos, Other.
Showing 25 of 39 people.
| Name | Role | Location |
|---|---|---|
| Kyle David Miller | TRUSTEE | Dallas, TX |
| David B Miller | TRUSTEE | Dallas, TX |
| Dale Littleton Cloud | CHIEF OPERATING OFFICER, ELECTED MANAGER | — |
| Carolyn Lacy Miller | OWNER | — |
| Meredith Lee Miller Bebee | TRUSTEE | — |
| Dian Graves Stai | GENERAL PARTNER; OWNER | — |
| Kade Legett Matthews | OWNER; OWNER AND MANAGER | — |
| John Alexander Matthews | TRUSTEE | — |
| Margaret Matthews Frederick | OWNER | — |
| Meredith Matthews Nicholson | OWNER | — |
| Tucker S Bridwell | GENERAL PARTNER | — |
| Jane Varner Beard | GENERAL PARTNER | — |
| Lamar H Moore | GENERAL PARTNER | — |
| Alan Luther Miller | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| John Joseph Reilly | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| David Scott Spika | CHIEF MARKET STRATEGIST | — |
| Monica Eaker | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| Benjamin Garrett Carter | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | — |
| Gregory Scott Kalb | CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER | — |
| MILLER DAVID | ELECTED MANAGER; TRUSTEE | — |
| MILLER THERESA B | ELECTED MANAGER; TRUSTEE | — |
| SPIKA DAVID SCOTT | CHIEF MARKET STRATEGIST | — |
| MILLER ALAN LUTHER | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| REILLY MICHAEL JOSEPH | CO-CHIEF INVESTMENT OFFICER | — |
| CLOUD DALE LITTLETON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER | — |