UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
8yrs
Wesley Wright
Full name on record: Wesley Don Wright
Financial advisor at Turtle Creek Wealth Advisors
Based in Dallas, Texas, Wesley Wright is a financial advisor with 8 years of industry experience. Wesley joined Turtle Creek Wealth Advisors in 2023, after three years at Texas Capital Bank Private Wealth Advisors and less than a year at Raymond James Financial Services Advisors. Wesley holds the CFA designation.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2828 N. Harwood Street Suite 1250, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$22.6 million
Advisors at the firm17
States licensed ?1 state
Services through Turtle Creek Wealth Advisors
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowTurtle Creek Wealth Advisors, LLCCurrent firm
- 2019 – 2022
- Nov 2018 – Dec 2018
Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wesley
How do I contact Wesley?
Call Turtle Creek Wealth Advisors at 214-214-3110 and ask for Wesley Wright. Wesley works from the Dallas, TX office.
How long has Wesley been a financial advisor?
Wesley has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Wesley hold?
No exams are listed on the official record.
Is Wesley a fiduciary?
Wesley is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wesley paid?
Turtle Creek Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Wesley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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