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Dian Graves Stai

General PartnerTurtle Creek Wealth Advisors, LLCCRD 7640984

About Dian Graves Stai

Dian Graves Stai is listed as General Partner at Turtle Creek Wealth Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 50-75%. Dian Graves Stai is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Turtle Creek Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Dian Graves Stai work?

Dian Graves Stai is listed as General Partner at Turtle Creek Wealth Advisors, LLC on SEC Form ADV.

How much of Turtle Creek Wealth Advisors, LLC does Dian Graves Stai own?

Form ADV reports a beneficial ownership band of 50-75%.

Turtle Creek Wealth Advisors, LLC

TitleGeneral Partner
Ownership50-75%
Control personYes
Since2022
View Turtle Creek Wealth Advisors, LLC →

Turtle Creek Wealth Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since1997
View Turtle Creek Wealth Advisors, LLC →