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Blake Wesley Masterson

Tolleson Private Wealth Management

Dallas, TX

CRD 6823330

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Employer firm

Tolleson Private Wealth Management CRD 111838

$9.26B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • INVESTMENT DUE DILIGENCE AND MONITORING

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

Current Employers
Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-31
  • TX RA
    APPROVED
    Since 2023-01-31

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • 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
Keel Point Capital, Llc Vienna VA 09/2016 03/2021
Tolleson Private Wealth Management, Lp Dallas TX 03/2021 Present
  • 09/2016 → 03/2021
    Keel Point Capital, Llc
    Vienna, VA
  • 03/2021 → Present
    Tolleson Private Wealth Management, Lp
    Dallas, TX
Designations
  • Certified Financial Planner
Other Names
  • Blake Masterson

View on SEC IAPD

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