# Turtle Creek Wealthcare

> Turtle Creek Wealthcare is a state-registered investment advisory firm in Dallas, TX, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 142312
- Filed as: TURTLE CREEK WEALTHCARE
- Legal name: Turtle Creek Wealthcare, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142312
- AdvisorCensus page: https://advisorcensus.com/firm/turtle-creek-wealthcare-dallas-tx-142312

## Quick answers

**How is Turtle Creek Wealthcare compensated?**
On its Form ADV (Item 5.E, October 2026), Turtle Creek Wealthcare reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Turtle Creek Wealthcare located?**
Turtle Creek Wealthcare's principal office is in Dallas, TX, according to its Form ADV.

**Is Turtle Creek Wealthcare registered with the SEC or a state?**
Turtle Creek Wealthcare is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142312.

**How much does Turtle Creek Wealthcare manage?**
Turtle Creek Wealthcare reports $530,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**What types of clients does Turtle Creek Wealthcare serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (24).

**Does Turtle Creek Wealthcare report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142312

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $530,000
- Discretionary: $0
- Non-discretionary: $530,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $530,000 |
| High net worth individuals | 24 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- turtlecreekwc.com
- LinkedIn @dsimmang
- X @dougsimmang

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turtle Creek Wealthcare (CRD 142312): Form ADV filing data as of October 2026.