Alec
Lucente
Turtle Creek Wealth Advisors, LLC
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About this Advisor
Alec Lucente is a financial advisor based in Dallas, Texas, working with Turtle Creek Wealth Advisors, LLC. Alec has previously held positions at Perella Weinberg Partners, Penn State University, Greylion Capital (Fka Pwp Growth Equity), Valentia Capital, Alta Fox Capital, and Turtle Creek Wealth Advisors. Alec has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Alec is part of Turtle Creek Wealth Advisors, LLC, which operates out of Dallas, Texas. The firm has 3 offices and 19 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Turtle Creek Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turtle Creek Wealth Advisors, LLC Brokerage Details
$905,623,296
19
496
$1,825,853
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Alec Lucente Work History
Turtle Creek Wealth Advisors
Alta Fox Capital
Valentia Capital
Greylion Capital (Fka Pwp Growth Equity)
Perella Weinberg Partners
Perella Weinberg Partners
Penn State University
Disclosures
Please visit the SEC profile of Alec Lucente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turtle Creek Wealth Advisors, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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