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David Scott Spika

Turtle Creek Wealth Advisors, LLC

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About David Scott Spika

David Spika is a registered Investment Advisor Representative with Turtle Creek Wealth Advisors, LLC based in Dallas, TX. David Spika is licensed to provide investment advisory services in Texas. David Spika has been in the industry since February 1992. David Spika is also a Chartered Financial Analyst and a board member of the Prestonwood Foundation. David Spika's firm, Turtle Creek Wealth Advisors, LLC manages over $905 million in assets. The firm primarily serves high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.

Firm Information

David Spika is currently registered with Turtle Creek Wealth Advisors, LLC. Turtle Creek Wealth Advisors, LLC is a Dallas, TX-based Registered Investment Advisor with approximately $905 million in regulatory assets under management. The firm provides investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm also offers estate planning and family governance services, educational seminars, and publication of periodicals.
Turtle Creek Wealth Advisors, LLC

2828 N. HARWOOD STREET

DALLAS, TX 75201

$905.62M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning and family governance

Estate planning and family governance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Spika’s Registration & Firm History

TX

01/24/2024 - Present

Turtle Creek Wealth Advisors, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 03/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Scott Spika.
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