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TOLLESON WEALTH MANAGEMENT, INC.

TOLLESON WEALTH MANAGEMENT, INC.
RSSD ID 3191712
5500 PRESTON ROAD, SUITE 250 Quarter Ended : 2025-12-31
DALLAS, TX, 75205 Updated : 2026-03-07
WWW.TOLLESONWEALTH.COM

Institution Profile
Year Opened : 2004 Institution Type : Holding Company
Reserve District : Dallas Federal Regulator : FED
Entity Type : Financial Holding Company - Domestic Fiscal Year End : 12/31
Structure : Corporation (stock) S-Corp : Yes
External Auditor : Grant Thornton
Related Bank / Thrift Assets Asset Concentration
 Tolleson Private Bank 945,309 Mortgage Lending Specialization

Financial Reports
SC - Balance Sheet Report
SI - Income Statement Report
:· All Financial Reports ...

Financial Fast Facts
Balance Sheet
(USD, in thousands)
Income Statement
(USD, in thousands, ytd)



Total Assets101,265
Total Operating Income13,927
Total Liabilities 6,061
Total Operating Expenses471
Total Equity Capital95,204
Equity in Undistributed Income 11,163


Net income (loss)24,619



Miscellaneous

Cash Dividends Declared by Bank Holding Company12,989

Total Consolidated Assets of Bank Holding Company1,056,924






 

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