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General Partner · Turtle Creek Wealth Advisors, LLC

Jane V. Beard

CRD 7644759 · Named on Form ADV at one SEC-registered adviser

At a glance

Turtle Creek Wealth Advisors, LLC, an SEC-registered wealth manager based in Dallas, TX with $2.8 billion in regulatory assets, lists Jane V. Beard on its Form ADV as General Partner, a control person.

Firms and roles

AtlasMembers

Jane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Dale L. CloudChief Operating Officer, Elected Manager, Turtle Creek Wealth Advisors, LLC
  • Carolyn L. MillerOwner, Turtle Creek Wealth Advisors, LLC
  • Alan L. MillerChief Executive Officer, Elected Manager, Turtle Creek Wealth Advisors, LLC
  • John J. ReillyChief Investment Officer, Turtle Creek Wealth Advisors, LLC
  • David S. SpikaChief Market Strategist, Turtle Creek Wealth Advisors, LLC

1 more person named with Jane on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.