TOLLESON WEALTH MANAGEMENT INC is the parent banking group. TOLLESON PRIVATE BANK is the primary bank charter regulated by the FDIC. CRA exams are conducted at the charter level, not the group level.

FHD

TOLLESON WEALTH MANAGEMENT INC

Legal name: TOLLESON WEALTH MANAGEMENT, INC.

1 active bank · $916M combined assets

RSSD ID: 3191712 (FFIEC NIC)

Combined Assets

$916M

CRA Rating Summary

Satisfactory1charter

Across all 8 exams on record for this banking group's charters, 50% resulted in Outstanding or Satisfactory.

Primary bankTOLLESON PRIVATE BANKDALLAS, TXSatisfactory$916MView profile →

At a Glance

Dominant CRA Rating

Satisfactory

1 of 1 bank · Meets expectations for community lending

Combined Assets

$916M

1 active bank

Financial Summary

FDIC Call Reports

Aggregated from the most recent call report filings for all active charters.

Total Deposits

$818M

Net Income

$4M

ROA (avg)

1.45%

asset-weighted avg

Mortgage Lending (HMDA)

CFPB · 2024Lender rankings →

Aggregated HMDA data across all active charters for 2024.

Applications

Origination Rate

70%

Denial Rate

3.33%

Active Bank Charters1

Each charter is examined independently for CRA compliance.

Charter	Location	Regulator	Assets	Ownership	Current Rating	Exam Date
TOLLESON PRIVATE BANK	DALLAS, TX	FDIC	$916M	100.0%	Satisfactory	Apr 2025

CRA (Community Reinvestment Act) exams are conducted per charter, not per banking group. Asset figures are from the most recent FDIC call report.