Overridge Wealth Advisors
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 115009
- Registered since
- September 16, 2003
- Website
- www.overridge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.77%
- Individuals34.44%
- Charitable Organizations1.24%
- Corporations / Businesses0.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Overridge Wealth Advisors is an independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients. The firm is organized as an LLC, is individually owned, and charges clients via both percentage-of-AUM and fixed-fee arrangements. It is SEC registered (registration year 2003) and focuses on traditional advisory activities rather than pension consulting or related-adviser structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds37%
- US Government Bonds14%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$223M in ETFs
49%
$108M
37%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $68.7M | 682,082 | 30.75% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 6300 Ridglea Pl
- Time zone
- CT (UTC-6)
- Office locations
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