Overview
Assets Under Management: $94 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 4
Average Client Assets: $20.2 million
Frequently Asked Questions
SADDOCK WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161568), SADDOCK WEALTH, LLC is subject to fiduciary duty under federal law.
SADDOCK WEALTH, LLC is headquartered in DALLAS, TX.
SADDOCK WEALTH, LLC serves 4 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, SADDOCK WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SADDOCK WEALTH, LLC manages $94 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, SADDOCK WEALTH, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.48%
Average Client Assets: $20.2 million
Total Client Accounts: 93
Discretionary Accounts: 57
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 161568
Filing ID: 2072119
Last Filing Date: 2026-03-25 12:05:15