Updated November 20, 2023
Avatar

Tolleson Wealth Management

Investment Advisor Firm
Total assets under management$7.6B
Years in business24+

About Tolleson Wealth Management

Tolleson Wealth Management is a financial advisory company that caters to a select group of clients with significant wealth. Tolleson aims to simplify its clients' financial lives while reflecting their family values by offering a wide range of services, including investment management, trustee services, philanthropy, and private banking.

With a strong emphasis on passion and purpose, this firm has cultivated a workplace where its team members unite under a unique purpose and support each other in fostering the well-being of both clients and colleagues. Acting as partners for their clients, they strive to meet the needs of every financial situation and function as a family office.

The company's approach to business is focused on long-term growth and sustainability. They have invested thoughtfully and carefully in the infrastructure of their operations, ensuring that their management and senior leadership teams possess considerable depth of knowledge and expertise.

To provide seamless integration, extensive knowledge, and efficient coordination, Tolleson Wealth Management creates multi-disciplinary teams led by primary advisors who are supported by advisory staff. Notably, the company's advisors are not motivated by sales commissions or portfolio performance incentives; instead, they prioritize serving their clients' needs rather than pushing sales.

Overall, Tolleson Wealth Management prides itself on its objective approach to financial advisory services. By combining comprehensive wealth management solutions with a commitment to client-centricity, the company aims to help its affluent clientele achieve their financial goals while upholding their values.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Trustee Services
  3. Philanthropy
  4. Private Banking

More about Tolleson Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
11183889

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Tolleson Wealth Management.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Tolleson Wealth Management.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ