TURTLE CREEK WEALTH ADVISORS, LLC

Registration Details

Accession

crd-322998

Location

DALLAS, TX

Filing Date

June 2, 2026

AUM

$2.8B

Institutional Clients

32

Employees

26

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

6 private funds reported on Form ADV Schedule D 7.B.1, $73.4M in combined gross assets.

• TCC BM POWER, LLCOther Private Fund$36.8M
• TCWA ESPERANZA GOM, LLCPrivate Equity Fund$20.6M
• TURTLE CREEK CREDIT FUND I, LPOther Private Fund$11.4M
• TCWA TURNS, LLCPrivate Equity Fund$3.1M
• TCC ACADIA, LLCOther Private Fund$926K
• TCC PERPETUAL, LLCPrivate Equity Fund$608K

About this Adviser

TURTLE CREEK WEALTH ADVISORS, LLC is a registered investment adviser headquartered in DALLAS, TX, managing approximately $2.8B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.