linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Joseph Reilly

Turtle Creek Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Joseph Reilly

John Reilly is a financial advisor associated with Turtle Creek Wealth Advisors, LLC. John is a Chartered Financial Analyst and has been in the industry since October 2010. John has been with Turtle Creek Wealth Advisors, LLC since July 2023. John has held previous roles with EVERCORE GROUP L.L.C., EnCap Investments, L.P., Stronghold Investment Management, and SRP Mercury Employee Holdings LLC/ SRP Pontiac Employee Holdings LLC. John specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Estate Planning. John is currently registered with the state of Texas.

Firm Information

John Reilly 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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Reilly’s Registration & Firm History

TX

07/14/2023 - Present

Turtle Creek Wealth Advisors, LLC (DALLAS TX)

TX

10/27/2010 - 07/06/2012

EVERCORE GROUP L.L.C. (HOUSTON TX)

Not sure if John Joseph Reilly is right for you?

Licenses & Designations

BC

Issued 12/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Reilly.
Not sure if John Joseph Reilly is right for you?