Verified 10 Nov 2026
Tolleson Wealth Management, Inc.
Dallas wealth manager established in 1997 as the family office of the Tolleson family, which now offers family office services to other families alongside private banking.
- Type
- Multi-family office
- Location
- Dallas, Texas, United States
- Sectors
- Wealth-Management, Philanthropy, Public equities, Fixed income
- Fund size / AUM
- $742M 13F holdings (Q2 2026)
- Latest fund or filing
- 13 Aug 2026
- Website
- www.tollesonwealth.com
Contacts on file
For Tolleson Wealth Management, Inc., the paid file holds: 1 named decision-maker with roles.
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Sources
- www.tollesonwealth.com/
- www.sec.gov/Archives/edgar/data/1772937/000177293726000010/
- www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772937&type=13F-HR
- www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772937
- www.tollesonwealth.com/services/investment-management/
Last checked 10 Nov 2026. Is something wrong? Tell us.