Saddock Wealth, LLC
Saddock Wealth, LLC is an SEC-registered ria in Dallas, TX with $94.3M assets under management (AUM, regulatory AUM), -17% over one year. See who owns Saddock Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161568, SEC 801-78020, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $94.3M (2026-03-25)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 9
- Clients
- 11
- CRD
- 161568
- Ownership
- SADDOCK, DAVID, GARY; SADDOCK, STEPHEN, GARY; SADDOCK INVESTMENTS, LLC; SADDOCK, CHRISTOPHER, DAVID
How much AUM does Saddock Wealth, LLC have?
Saddock Wealth, LLC reported $94.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Saddock Wealth, LLC?
Disclosed owners and executives of Saddock Wealth, LLC include SADDOCK, DAVID, GARY, SADDOCK, STEPHEN, GARY, SADDOCK INVESTMENTS, LLC, SADDOCK, CHRISTOPHER, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.