Turtle Creek Wealth Advisors LLC

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Turtle Creek Wealth Advisors LLC ✚
CRD #	322998
SEC #	801-127123
CIK #	0002007171
AUM	2,757.9 M (2026-06-02)
Employees	26 (77% Investors, 0% Brokers)
Phone	214-214-3110
Address	2828 N Harwood Street Dallas, TX 75201
Source	[IAPD] [EDGAR] [Website] [Twitter] [Instagram]

Total AUM ($B) Copy

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
Other	TCC Acadia LLC	[2026-01-30]	44.2 M	0.9 M
	Filed 2025-08-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
Other	TCC BM Power LLC	[2026-01-30]	42.0 M	36.8 M
	Filed 2025-06-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	TCC Perpetual LLC	[2025-03-26]	8.4 M	0.6 M
	Filed 2024-02-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Turtle Creek Credit Fund I LP	[2025-03-26]	32.1 M	11.4 M
	Filed 2024-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	TCWA Esperanza GOM LLC	[2024-03-28]	17.6 M	20.6 M
	Filed 2024-03-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	TCWA Turns LLC	[2024-03-28]	8.4 M	3.1 M
	Filed 2024-02-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	104	2.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	6	0.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	26	0.3
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	4	0.0
(n) Other	0	0.0
Total	1,435	2.8
By Discretionary
Discretionary	1,347	2.6
Non-Discretionary	88	0.1
Total	1,435	2.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.8
Total	1,435	2.8

Form D Directors	Role	# Filings	# Firms
John Reilly	Executive Officer, Promoter	44	6
Benjamin Carter	Executive Officer	10	3
Alan Miller	Executive Officer	21	2
Dale Cloud	Executive Officer	7	2
Gregory Kalb	Executive Officer	7	2
Turtle Creek Capital LLC	Executive Officer	5	2
Turtle Creek Credit Fund I GP LLC	Executive Officer	1	1
Tcc BM Power GP LLC	Executive Officer	1	1
Tcc Acadia GP LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0002007171]

Firm Profile (Form ADV)
Serves	Institutional, Retail, Research
Fund Types	Private Equity

Comparable Firms	State	AUM
LNW Wealth Management LLC ✚	WA	4,526.3 M
Trillium Asset Management LLC ✚	MA	4,305.1 M
Abacus Wealth Partners LLC ✚	CA	3,579.2 M
Popular Securities LLC ✚	PR	2,620.5 M
Trajan Wealth LLC ✚	AZ	2,601.8 M
Jaffe Tilchin Investment Partners LLC ✚	FL	2,445.4 M
TLG Advisors Inc ✚	NJ	2,295.9 M
Zuckerman Investment Group LLC ✚	IL	2,167.1 M
BOK Financial Securities Inc ✚	OK	1,058.0 M
World Equity Group Inc ✚	IL	1,001.4 M

Assets, Funds, Holdings