Tolleson Wealth Management

  • Financial Services
  • Dallas TX
  • 255 employees
  • Financial Services
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Company Overview

Headquarters
5500 Preston Road Suite 250, Dallas TX
Website
tollesonwealth.com
Phone
(214) 252-3250
Employees
255
Founded in
2000
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 522110 Companies
NAICS Code 5221 Companies
NAICS Code 522 Companies
NAICS Code 5242 Companies
NAICS Code 52211 Companies
NAICS Code 524 Companies
SIC Code
SIC Code 641 Companies
SIC Code 64 Companies
SIC Code 63 Companies
SIC Code 637 Companies
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Financials & Stats

Revenue

$111B

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Who is Tolleson Wealth Management

Tolleson Wealth Management is a private and family-run business based in University Park, Texas. The company employs approximately 199 people and generates over $100 million in annual revenue. Tolleson Wealth Management offers comprehensive wealth management services, encompassing a broad range of financial needs for their clients and their families. They move beyond traditional wealth management practices to provide holistic financial solutions. As a values-driven firm, Tolleson Wealth Management is dedicated to building lasting relationships with its clients and helping them achieve their financial goals. Their commitment to personalized service and comprehensive planning sets them apart. For more information about Tolleson Wealth Management and their services, please visit their website at tollesonwealth.com.

Company Leadership

Tracy Fulton

President

Phone Email
Carter Tolleson

President and CEO

Phone Email
John Tolleson

Executive Chairman

Phone Email
Celene Czopyk

Client Bookkeeping

Phone Email
Aurora Frohock

SVP, Tolleson Private Bank

Phone Email

Tolleson Wealth Management Industry Tags

Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Tolleson Wealth Management Tech Stack

JavaScript
HTML
PHP
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109M 212 New York, NY 2008
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FAQ

What is the location of Tolleson Wealth Management's headquarters?
The headquarters of Tolleson Wealth Management are situated at 5500 Preston Road Suite 250, Dallas TX
What is Tolleson Wealth Management's phone number?
Tolleson Wealth Management's contact number is (214) 252-3250.
What is Tolleson Wealth Management's official website?
The official website of Tolleson Wealth Management can be found at tollesonwealth.com.
What is Tolleson Wealth Management's current revenue?
As of August 2024, Tolleson Wealth Management's annual revenue reached $111B.
How many employees does Tolleson Wealth Management currently have?
Tolleson Wealth Management employs approximately 255+ people as of August 2024
Which industries is Tolleson Wealth Management primarily operating in?
Tolleson Wealth Management operates in the following industries: Finance, Credit
Who is the President of Tolleson Wealth Management?
Tolleson Wealth Management's President is Tracy Fulton
What are Tolleson Wealth Management's industry tags?
Tolleson Wealth Management's industry tags include: Financial Services, Financial Advisory Services, Investment Banking Asset Management
When was Tolleson Wealth Management founded?
Tolleson Wealth Management was founded in 2000.

Employee Directory

Key Employees

Steve Westerheide

Executive Vice President

Phone Email

Julia Thompson

Project Manager, Business Operations

Phone Email

Ray Ayala

Desktop Support Technician

Phone Email

Kayleen Bengtson

Relationship Manager, Private Banking

Phone Email

John Scheibe

Chief Technology Officer & Chief Operating Officer

Phone Email

Jace Allen

Trust Operations Analyst

Phone Email

Justin Carrier

Report and Database Developer

Phone Email

Shannon Allcon

Brand & Communications Manager

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