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MH

Maria G. Harris

TURTLE CREEK WEALTH ADVISORS
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 5836067
MH

Professional summary

Maria Guadalupe Harris, who also goes by Lupita Harris, Maria Guadalupe Harris, Lupita VIgil, Maria Guadalupe Vigil, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in San Antonio, Texas.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maria has worked at 4 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lupita Harris | Maria Guadalupe Harris | Lupita Vigil | Maria Guadalupe Vigil

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Guadalupe Harris's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 22, 2026 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 7373 Broadway Suite 308, San Antonio, TX 78209
RIA
CRD#: 322998
San Antonio, TX
Past

October 28, 2024 - December 19, 2025

FROST BROKERAGE SERVICES, INC.

BD
CRD#: 17465
SAN ANTONIO, TX
Past

January 31, 2023 - December 19, 2025

FROST INVESTMENT SERVICES

RIA
CRD#: 286129
SAN ANTONIO, TX
Past

February 18, 2022 - October 21, 2022

1900 WEALTH

RIA
CRD#: 175346
SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TURTLE CREEK WEALTH ADVISORS, LLC
TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/27/2023
Securities Industry Essentials Examination

Current Firm

TC
TURTLE CREEK WEALTH ADVISORS, LLC
TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA
Registered Investment Advisory firm - (1/3/2023 Approved)
Loading...

Contact information

Main Address
2828 N. Harwood Street Suite 1250, Dallas, TX 75201
Mailing Address
Phone number
(214) 214-3110
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (1/30/2026)

Regulatory assets under management

Total Number of Accounts1,435
AUM (Assets Under Management)$ 2,757,918,120

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998San Antonio, TX 78209

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