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Maria Guadalupe Harris

Turtle Creek Wealth Advisors, LLC

San Antonio, TX

Dallas, TX

CRD 5836067

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Employer firm

Turtle Creek Wealth Advisors, LLC CRD 322998

$2.76B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Turtle Creek Wealth Advisors, Llc

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

7373 Broadway Suite 204, San Antonio, TX 78209 • United States

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1900 Wealth San Antonio TX 07/2018 10/2022
Us Trust, Bank Of America Na San Antonio TX 08/2015 07/2018
Frost Investment Services San Antonio TX 10/2022 12/2025
Frost Brokerage Services, Inc. San Antonio TX 10/2022 12/2025
Turtle Creek Wealth Advisors Dallas TX 01/2026 Present
  • 07/2018 → 10/2022
    San Antonio, TX
  • 08/2015 → 07/2018
    Us Trust, Bank Of America Na
    San Antonio, TX
  • 10/2022 → 12/2025
    San Antonio, TX
  • 10/2022 → 12/2025
    Frost Brokerage Services, Inc.
    San Antonio, TX
  • 01/2026 → Present
    Turtle Creek Wealth Advisors
    Dallas, TX
Previous Registrations
Other Businesses

Lodix Holdings, LLC. Not investment-related. 9340 Teakwood Lane Garden Ridge, TX 78266. Managing Partner holds rental property. 5 hours per month outside of business and trading hours. Started 12/2025.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
Other Names
  • Lupita Vigil
  • Maria Guadalupe Vigil
  • Lupita Harris
  • Maria Guadalupe Harris

View on SEC IAPD

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