TOLLESON PRIVATE WEALTH MANAGEMENT, LP
SEC file number 801-57641
· DALLAS, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$8.22B
Discretionary AUM
$8.02B
Employees
116
Clients
3
Firm
- Address
- 5500 PRESTON ROAD
DALLAS, TX 75205 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025