Turtle Creek Wealth Advisors, LLC
● SEC registered since 2023CRD 322998SEC# 801-127123Dallas, TX
Ranks #1,839 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.76B
Fund GAV
$73.4M
Private funds
6
Employees
26
Accounts
1,435
Location
Dallas, TX
Turtle Creek Wealth Advisors, LLC assets under management
Turtle Creek Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2023. It reports $2.8 billion in regulatory assets under management and employs 26 people. Turtle Creek Wealth Advisors, LLC manages 6 private funds with combined gross assets of $73.4 million, including Tcc Bm Power, LLC. By regulatory assets, it ranks 1,839 of 6,004 private fund managers.
Turtle Creek Wealth Advisors, LLC private funds
6 funds · $73.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tcc Bm Power, LLC | Other Private | $36.8M | $10K |
| Tcwa Esperanza Gom, LLC | Private Equity | $20.6M | $100K |
| Turtle Creek Credit Fund I, LP | Other Private | $11.4M | $250K |
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Join to unlock · $37/moTurtle Creek Wealth Advisors, LLC owners & executives
34 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Luther Miller Control | Chief Executive Officer, Elected Manager | Under 5% | 2023 |
| Carolyn Lacy Miller | Owner | 5-10% | 2022 |
| Dale Littleton Cloud Control | Chief Operating Officer, Elected Manager | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Turtle Creek Wealth Advisors, LLC manage?
Turtle Creek Wealth Advisors, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Turtle Creek Wealth Advisors, LLC manage?
Turtle Creek Wealth Advisors, LLC manages 6 private funds with combined gross assets of $73.4 million.
How many employees does Turtle Creek Wealth Advisors, LLC have?
Turtle Creek Wealth Advisors, LLC reports 26 employees.
Where is Turtle Creek Wealth Advisors, LLC located?
Turtle Creek Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2023.
Does Turtle Creek Wealth Advisors, LLC disclose fund performance?
Turtle Creek Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2828 N. Harwood Street, Suite 1250, Dallas, TX 75201 |
| Phone | 214-214-3110 |
| Fax | 214-214-3129 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$2.76B▲ 107%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.76Bregulatory AUM
Discretionary $2.65BNon-discretionary $110.1M
Fund type mix
Other Private3
Private Equity3
Service providers
Auditor
Administrator