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Saddock Wealth, LLC

● SEC registered since 2013CRD 161568SEC# 801-78020Dallas, TX
Export (members)
Reg. AUM
$114.1M
Employees
4
Accounts
97
Location
Dallas, TX

Saddock Wealth, LLC assets under management

Saddock Wealth, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2013. It reports $114.1 million in regulatory assets under management and employs 4 people.
www.saddockwealth.comView on SEC.gov ↗

Saddock Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher David Saddock ControlPartner50-75%2025
Stephen Gary Saddock ControlPartner/Chief Compliance Officer50-75%2025

Frequently asked questions

How much does Saddock Wealth, LLC manage?

Saddock Wealth, LLC reports $114.1 million in regulatory assets under management on its Form ADV.

How many employees does Saddock Wealth, LLC have?

Saddock Wealth, LLC reports 4 employees.

Where is Saddock Wealth, LLC located?

Saddock Wealth, LLC is based in Dallas, TX and has been SEC-registered since 2013.

Does Saddock Wealth, LLC disclose fund performance?

Saddock Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16400 Dallas Parkway, Suite 305, Dallas, TX 75248
Phone972-437-5201
Fax972-437-5229
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41M
Non-discretionary$73.1M
Total (RAUM)$114.1M