Turtle Creek Wealth Advisors, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.6B
- Clients
- 140
- Avg AUM / client
- $19.7M
- Accounts
- 1,435
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 104 | $2.3B | 85.1% |
| Pooled investment vehicles (non-investment companies) | 6 | $75.4M | 2.73% |
| Charitable organizations | 26 | $293M | 10.6% |
| Corporations and other businesses | 4 | $42.3M | 1.53% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tcwa Turns, Llc | Private Equity Fund | Delaware | $0 | 16 |
| Tcwa Esperanza Gom, Llc | Private Equity Fund | Delaware | $0 | 0 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Reilly | Co Chief Investment Officer | CFA | Jul 2023 (3y) | Less than 5% |
| David Scott Spika | Chief Market Strategist | CFA | Jan 2024 (3y) | Less than 5% |
| Benjamin Garrett Carter | Registered representative | Jan 2023 (4y) | ||
| Dale Littleton Cloud | Registered representative | Jan 2023 (4y) | ||
| Eric Scott Reblin | Registered representative | Mar 2023 (3y) | ||
| Emily Dawson Clock | Registered representative | Mar 2023 (3y) | ||
| Eryn Shealy Myers | Registered representative | Mar 2023 (3y) | ||
| Gregory Scott Kalb | Registered representative | Mar 2023 (3y) | ||
| Lawrence Arthur Gekiere | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Monica Eaker | Registered representative | Mar 2023 (3y) | ||
| Wesley Don Wright | Registered representative | CFA | Mar 2023 (3y) | |
| Richard W Jackson | Registered representative | CFP | Mar 2023 (3y) | |
| Alan Luther Miller | Registered representative | Mar 2023 (3y) | ||
| Alec Vincent Lucente | Registered representative | Apr 2024 (2y) | ||
| J Matthew Newtown | Registered representative | Oct 2024 (2y) | ||
| Maria Guadalupe Harris | Registered representative | Jan 2026 (1y) | ||
| Morgan Irene Massa | Registered representative | Mar 2026 (0y) |
Undisclosed: 90% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tcwa Turns, Llc | Private Equity Fund | $0 | $250K | 16 |
| Tcwa Esperanza Gom, Llc | Private Equity Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 2.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (36% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗