Tolleson Wealth Management, Inc.
Sole ShareholderTolleson Private Wealth Management, LLC
About Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. is listed as Sole Shareholder at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Tolleson Wealth Management, Inc. work?
Tolleson Wealth Management, Inc. is listed as Sole Shareholder at Tolleson Private Wealth Management, LLC on SEC Form ADV.
How much of Tolleson Private Wealth Management, LLC does Tolleson Wealth Management, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.
Tolleson Private Wealth Management, LLC
| Title | Sole Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |