Form D · Other Banking and Financial Services
Tolleson Wealth Management, Inc.
Dallas, TX · CIK 0001772937
Offering snapshot reported Jun 29, 2021 · SEC filing
- Reported sold
- Yet to sell Offering amount: $5M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 29, 2021 | Initial | Yet to sell | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $50K
- Finders' fees
- $0
- Form D file number
- 021-404611
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Magstar Capital, LLC | 297559 |
Source: Form D, filed Jun 29, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Eric W. Bennett | Director |
| Andrea Hulcy | Executive |
| Richard J. Joyner | Director, Executive |
| Tracie Klein | Executive |
| Rick Lafitte | Director |
| Pamela H. Patsley | Director |
| Richard Dary Stone | Director |
| Debbie Tolleson | Director |
| John Carter Tolleson | Director |
| J. Carter Tolleson, Jr. | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
5500 Preston Road Suite 250
Dallas, TX, 75205
Dallas, TX, 75205