Tolleson Private Wealth Management

Investment Advisor
in Dallas, TX

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About this Advisor

Timothy Stobaugh is a chartered financial analyst operating out of Dallas, Texas with 7 years of relevant experience. Stobaugh is currently employed by Tolleson Private Wealth Management. They have worked at Tolleson Private Wealth Management for their entire career. Stobaugh has a Series 63 license, designating them as a securities representative, and is registered to operate in Texas. Tolleson Private Wealth Management is a registered investment business based out of Dallas, TX. It handles $8 billion in assets between its 3,857 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 3,857 accounts, 92% are held by high-net-worth clients who have more than $1 million in assets. Tolleson Private Wealth Management offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees for financial advisory services largely are based on the type of services provided. Fees billed by Tolleson Private Wealth Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1722 Routh Street Suite 1200
Dallas, TX 75201

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Tolleson Private Wealth Management Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Timothy Stobaugh Work History

Timothy has been registered as a financial advisor for 7 years.*

2013 - Present (10 years)

Tolleson Private Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Timothy Stobaugh 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 Tolleson Private Wealth Management

Eric Bennett
Dallas, TX
Michael Held
Dallas, TX
Timothy Stobaugh
Dallas, TX
Lauren Williamson
Dallas, TX
Blake Masterson
Dallas, TX
Carmine Camerato Ii
Dallas, TX
Mackenzie Leblanc
Dallas, TX
Kara Bulhon
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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