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Tolleson Private Wealth Management

EST. AUM
$9,258,770,823

CONTACTS
11

CLIENT ACCOUNTS
3,931

Firm Details

Metro area Dallas
CRD Number 111838
Website tollesonwealth.com
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Overview

The story of Tolleson Wealth Management begins with family. A third-generation banker, John Tolleson founded a single-family office to address his complex needs and keep his family’s best interests in mind. Combining this foundation and a desire to serve others, the firm quickly grew into a solution that could benefit many families. Today, their comprehensive services continue to serve families of substantial wealth with all things financial.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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