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Tolleson Wealth Management, Inc.

Sole ShareholderTolleson Private Wealth Management, LP

About Tolleson Wealth Management, Inc.

Tolleson Wealth Management, Inc. is listed as Sole Shareholder at Tolleson Private Wealth Management, LP in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Tolleson Private Wealth Management, LP
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Tolleson Wealth Management, Inc. work?

Tolleson Wealth Management, Inc. is listed as Sole Shareholder at Tolleson Private Wealth Management, LP on SEC Form ADV.

How much of Tolleson Private Wealth Management, LP does Tolleson Wealth Management, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Tolleson Private Wealth Management, LP

TitleSole Shareholder
OwnershipOver 75%
Control personYes
Since2002
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