Overridge Wealth Advisors
Overridge Wealth Advisors is an SEC-registered mass-market adviser in Fort Worth, TX with $368.2M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Overridge Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115009, SEC 801-62355, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $368.2M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Fort Worth, TX
- Employees
- 10
- Clients
- 464
- CRD
- 115009
- Ownership
- COSKREY, CYNTHIA, AILEEN; JOHNSON, LESTER, LEE; PERRIN, CHRISTY, LEANN; HEINZ, ANDREW, CLAYTON; PETTY, DANE, HOBBY
How much AUM does Overridge Wealth Advisors have?
Overridge Wealth Advisors reported $368.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Overridge Wealth Advisors?
Disclosed owners and executives of Overridge Wealth Advisors include COSKREY, CYNTHIA, AILEEN, JOHNSON, LESTER, LEE, PERRIN, CHRISTY, LEANN, HEINZ, ANDREW, CLAYTON, PETTY, DANE, HOBBY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.