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Trustee · Turtle Creek Wealth Advisors, LLC

Kyle D. Miller

CRD 4196912 · Named on Form ADV at 2 SEC-registered advisers

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 Kyle D. Miller on its Form ADV as Trustee, a control person. The SEC filings also name Kyle at 1 other registered adviser.

Firms and roles

AtlasMembers

Kyle’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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 (10)

  • 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

5 more people named with Kyle on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

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