Shiv Shrikant Patel
Managing DirectorTolleson Private Wealth Management, LLCCRD 7001709
About Shiv Shrikant Patel
Shiv Shrikant Patel is listed as Managing Director at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shiv Shrikant Patel work?
Shiv Shrikant Patel is listed as Managing Director at Tolleson Private Wealth Management, LLC on SEC Form ADV.
How much of Tolleson Private Wealth Management, LLC does Shiv Shrikant Patel own?
Form ADV reports a beneficial ownership band of Under 5%.
Tolleson Private Wealth Management, LLC
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |