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Tolleson Wealth Management, Inc. Info

Tolleson Wealth Management, Inc. info

Tolleson Wealth Management, Inc. (SEC CIK 1772937) first filed with the SEC on 2019-04-09 (Form 13F-HR) and has filed 41 times since, including 31 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205.

  • Name: Value Tolleson Wealth Management, Inc..
  • SEC CIK: Value 1772937.
  • State of organization: Value TX.
  • Business address: Value 5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameTolleson Wealth Management, Inc.
SEC CIK1772937
State of organizationTX
Business address5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205
Mailing address5500 PRESTON ROAD, SUITE 250, DALLAS, TX, 75205
Phone2142523250
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2019-04-09 (Form 13F-HR)
Latest SEC filing2026-08-24 (Form N-PX)
Filings on EDGAR41
First Form 13F-HR2019-04-09 (quarter ended 2018-12-31)
Latest Form 13F-HR2026-08-13 (quarter ended 2026-06-30)
Form 13F-HR filings31

Filings by Form

FormFilingsLatest
13F-HR312026-08-13
13F-HR/A62025-08-28
N-PX32026-08-24
D12021-06-29

Filings by Year

YearFilingsForm 13F-HR
202643
202574
202454
202344
202244
202154
202084
201944

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