About Tolleson Wealth Management
Tolleson Wealth Management is a Financial Service company, headquartered in Dallas, with 201 - 500 employees and annual revenue of $100M - $500M.
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurtur...
Seamless Pro Tip
Use this information to figure out if this company is an ideal customer for you.
Tolleson Wealth Management Company Highlights
Phone Number
(214) 252-xxxx
Corporate Office Address
5500 Preston Road
Dallas, 75205
Website
Industries Served
Financial ServiceNumber of Employees
201 - 500 Employees
Company Revenue
$100M - $500M
Tolleson Wealth Management Email Format
The most common Tolleson Wealth Management email format is [f][last] (ex. jdoe@tollesonwealth.com), currently being used by 99% of Tolleson Wealth Management business email addresses. There are 15 email formats used by Tolleson Wealth Management.
Tolleson Wealth Management Org
Tolleson Wealth Management has 6 C-Level, 10 VP, 31 Director, 24 Manager, 28 Senior, 54 Mid-Level, and 8 Other employees.
Tolleson Wealth Management Decision Makers
- CEOCarter Tolleson
- CFOAndrea Hulcy
- CTOOwen Smith
Tolleson Wealth Management's Tech Stack
Frequently Asked Questions About
Tolleson Wealth Management
Log in or sign up to get full contact details and additional support.
Who is the CEO of Tolleson Wealth Management?
The CEO of Tolleson Wealth Management is Carter Tolleson. See full contact details ›
Who is the CFO of Tolleson Wealth Management?
The CFO of Tolleson Wealth Management is Andrea Hulcy. See full contact details ›
Who is the CTO of Tolleson Wealth Management?
The CTO of Tolleson Wealth Management is Owen Smith. See full contact details ›
How many senior employees does Tolleson Wealth Management have?
Tolleson Wealth Management has 99 senior employees that are typically used for decision making.
What email format does Tolleson Wealth Management use?
The most common Tolleson Wealth Management email format is {f}{last} (e.g. jdoe@tollesonwealth.com).
Who are the key decision makers at Tolleson Wealth Management?
Key decision makers at Tolleson Wealth Management include Carter Tolleson (CEO), Andrea Hulcy (CFO), and Owen Smith (CTO). See full contact details ›
What technologies does Tolleson Wealth Management use?
Tolleson Wealth Management uses technologies including .NET, Abrigo, and Adobe Creative Suite.
How do I contact Tolleson Wealth Management?
To contact Tolleson Wealth Management, visit tollesonwealth.com.
What companies are similar to Tolleson Wealth Management?
Companies similar to Tolleson Wealth Management include AllianceBernstein, Ares Management Corporation, and CCM.
Where is Tolleson Wealth Management headquartered?
Tolleson Wealth Management is headquartered at 5500 Preston Road, Dallas.
What is the main phone number for Tolleson Wealth Management?
The main phone number for Tolleson Wealth Management is (214) 252-xxxx.
What is the official website for Tolleson Wealth Management?
The official website for Tolleson Wealth Management is tollesonwealth.com.
What is the annual revenue of Tolleson Wealth Management?
The annual revenue of Tolleson Wealth Management is $100M - $500M.
How many employees does Tolleson Wealth Management have?
Tolleson Wealth Management has 201 - 500 employees.
What industry is Tolleson Wealth Management in?
Tolleson Wealth Management is in the Financial Service industry.
Last updated: November 4, 2025