Tolleson Wealth Management Annual Revenue, Number of Employees, Growth and Funding

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Overview

Location:
Dallas, TX USA
Total Funding:N/A
Industry:Finance
Founded:2000
Lead Investor(s):N/A
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Estimated Revenue & Financials

  • Tolleson Wealth Management's estimated annual revenue is currently $32.8M per year.
  • Tolleson Wealth Management's estimated revenue per employee is $210,000

Employee Data

  • Tolleson Wealth Management has 156 Employees.
  • Tolleson Wealth Management grew their employee count by 3% last year.
  • Tolleson Wealth Management currently has 1 job openings.

Executive Contacts

NameTitle
Todd ClendeningManaging Director
Mark WalshSenior Vice President
John ScheibeCTO
Jeffrey DunnDirector, Client Advisory Team
Elizabeth GrahslVice President, Private Banker
Daniel JensenTax Director
Keith LeachIt Infrastructure And Desktop Support Manager
Steve WesterheideExecutive Vice President
Jennifer KirkseyManaging Director, Wealth Operations
Royce RameyManaging Director, Client Advisory Team

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/.

keywords:N/A

156

Number of Employees

$32.8M

Revenue (est)

1

Current Jobs

3%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Triumph Busines...
$30M14316%N/A
Preston Hollow ...
$6.9M33-3%N/A
Nova 401(k) Ass...
$19.3M927%N/A
ProCollect
$12.8M617%N/A
RAB
$7.4M353%N/A
Abrigo
$97.2M46399%N/A
Open Lending
$35M7021%N/A
Marquette Busin...
$9.7M465%N/A
PrimeWay Federa...
$23.7M1136%N/A
SWBC
$349.2M16631%N/A

Tolleson Wealth Management News

09/07/2019 - Tolleson Wealth Management Names Rick Lafitte as New ...

DALLAS, April 2, 2019 /PRNewswire/ -- Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of ...

09/08/2019 - $0.23 Earnings Per Share Expected for Kronos Worldwide, Inc. (NYSE:KRO) This Quarter

Tolleson Wealth Management Inc. grew its position in shares of Kronos Worldwide by 7.9% in the 2nd quarter. Tolleson Wealth Management ...

11/29/2018 - What's the largest wealth management firm in North Texas?

The top North Texas wealth management firms handled upwards of $2 ... Tolleson Wealth Management followed, with $5.6 billion managed ...