Investment adviser · CRD 322998
TURTLE CREEK WEALTH ADVISORS, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $2.76B Form ADV · Item 5.F
- Client accounts
- 1,435 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 104 | $2,347,003,750 | 85.1% |
| Charities | 26 | $293,246,112 | 10.6% |
| Pooled investment vehicles | 6 | $75,389,572 | 2.7% |
| Corporations & businesses | 4 | $42,278,686 | 1.5% |
Filing source
Form ADV 2120142 · Aug 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TCC BM POWER, LLCOther Private Fund · Last reported Aug 5, 2026$36.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS
PCAOB 149
Fund details & source
- Fund ID
- 805-6443514647
- Reported beneficial owners
- 67
- Minimum commitment
- $10K
- Form D file number
- 021-549290
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TCWA ESPERANZA GOM, LLCPrivate Equity Fund · Last reported Aug 5, 2026$20.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-9018183242
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-504816
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TURTLE CREEK CREDIT FUND I, LPOther Private Fund · Last reported Aug 5, 2026$11.4MGross asset value
Form D fundraising filings
TURTLE CREEK CREDIT FUND I, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-9869989877
- Reported beneficial owners
- 45
- Minimum commitment
- $250K
- Form D file number
- 021-529340
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TCWA TURNS, LLCPrivate Equity Fund · Last reported Aug 5, 2026$3.07MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-2654161277
- Reported beneficial owners
- 16
- Minimum commitment
- $10K
- Form D file number
- 021-506130
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TCC ACADIA, LLCOther Private Fund · Last reported Aug 5, 2026$926KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS
PCAOB 149
Fund details & source
- Fund ID
- 805-8950251106
- Reported beneficial owners
- 73
- Minimum commitment
- $10K
- Form D file number
- 021-556034
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TCC PERPETUAL, LLCPrivate Equity Fund · Last reported Aug 5, 2026$608KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ELLIOT DAVIS LLC
PCAOB 149
Fund details & source
- Fund ID
- 805-8609621660
- Reported beneficial owners
- 4
- Minimum commitment
- $250K
- Form D file number
- 021-506130
Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2828 N. HARWOOD STREET, SUITE 1250DALLAS, TX, 75201, United States
CRD 322998
Filing source
Form ADV 2120142 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.