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Matthew Brian Van Zandt

Turtle Creek Wealth Advisors, LLC

Dallas, TX

Houston, TX

CRD 7834406

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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 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

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

1885 St James Place Ste 950, Houston, TX 77056 • 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
Turtle Creek Wealth Advisors Llc Dallas TX 12/2023 Present
College Golf Fellowship Houston TX 06/2011 09/2021
Segment Wealth Management Houston TX 09/2021 11/2023
  • 12/2023 → Present
    Turtle Creek Wealth Advisors Llc
    Dallas, TX
  • 06/2011 → 09/2021
    College Golf Fellowship
    Houston, TX
  • 09/2021 → 11/2023
    Segment Wealth Management
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-14

View on SEC IAPD

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