# 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)

| Name | Role | Location |
| --- | --- | --- |
| Eric W Bennett | Director | Dallas, TX |
| Richard J Joyner | Director | Dallas, TX |
| Rick J Lafitte | Director | Dallas, TX |
| Pamela H Patsley | Director | Dallas, TX |
| Richard Dary Stone | Director | Dallas, TX |
| Debbie Dary Tolleson | Director | Dallas, TX |
| John Carter Tolleson | Director | Dallas, TX |
| J. Carter Tolleson, Jr. | Director | Dallas, TX |
| Andrea Carter Hulcy | Executive Officer | Dallas, TX |
| Richard J Joyner | Executive Officer | Dallas, TX |
| Tracie Carter Klein | Executive Officer | Dallas, TX |
| J. Carter Tolleson, Jr. | Executive Officer | Dallas, TX |

## More

- [CIK 1772937 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772937&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001772937-21-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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