Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.
View Top Employees from Tolleson Wealth ManagementWebsite | http://www.tollesonwealth.com |
Revenue | $74 million |
Employees | 265 (265 on RocketReach) |
Founded | 2000 |
Address | 5500 Preston Road Suite 250, Dallas, Texas 75205, US |
Phone | (214) 252-3250 |
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Industry | Financial Services, Insurance |
Web Rank | 3 Million |
Keywords | Wealth Management Products, Multi Family Office, Investment Management Services, Trustee Services, Philanthropy, Private Bank, Personalized Wealth Management |
SIC | SIC Code 637 Companies, SIC Code 63 Companies |
NAICS | NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 5221 Companies, NAICS Code 522110 Companies, NAICS Code 52211 Companies, NAICS Code 524 Companies |
Looking for a particular Tolleson Wealth Management employee's phone or email?
The Tolleson Wealth Management annual revenue was $74 million in 2024.
Carter Tolleson is the CEO of Tolleson Wealth Management.
265 people are employed at Tolleson Wealth Management.
Tolleson Wealth Management is based in Dallas, Texas.
The NAICS codes for Tolleson Wealth Management are [522, 52, 5242, 5221, 522110, 52211, 524].
The SIC codes for Tolleson Wealth Management are [637, 63].