Tolleson Wealth Management, Inc. — Form D

Tolleson Wealth Management, Inc. of DALLAS, TX, a company, filed a Form D exempt-offering notice with the SEC on 2021-06-29. The offering totals $5.0M, of which $5.0M was reported sold. Industry: Other Banking and Financial Services.

Offering

• Filed: 2021-06-29
• Form: D
• Accession: 0001772937-21-000003
• Industry: Other Banking and Financial Services
• Exemptions: 06b
• Total offering: $5.0M
• Amount sold: $5.0M
• Investors: 1
• Security types: debt
• Revenue range: Decline to Disclose
• SEC file number: 021-404611

Issuer

• Name: Tolleson Wealth Management, Inc.
• CIK: 0001772937
• Entity type: Corporation
• Jurisdiction: TEXAS
• Address: 5500 PRESTON ROAD, DALLAS, TX, 75205
• Phone: 2142523250

Officers, directors & promoters (12)

More

• CIK 1772937 on SEC EDGAR (source of record)
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