OVERRIDGE WEALTH ADVISORS

RIASEC RegisteredEst. 2003
Total AUM
$368M
Discretionary
$349M
95% of AUM
Avg account
$263K
Accounts
1,401
Employees
10
Advisory reps
9

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

FINTRX

Overview

Overridge Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2003. The firm is owner-operated and concentrates on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with fixed-fee engagements. Overridge does not position itself as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 37%, US Government Bonds 14%, Cash & Cash Equivalents 6%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds37%
  • US Government Bonds14%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 3

  • ANDREW HEINZ

    CEO & PresidentCRD 3023047

  • JEFFERY SORENSEN

    President, CEOCRD 1623946

  • DANE PETTY

    Chief Operating Officer & Chief Compliance OfficerCRD 4578270

Contacts

3 of 6

  • Hayden Heinz

    Investment Advisor RepresentativeCRD 7868199

  • RONNIE HUSKEY

    Investment AdvisorCRD 1763154

  • MAUREEN MAIDLOW

    Investment AdvisorCRD 6293279

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$235M in ETFs

Passive

44%

$103M

Active

29%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
INNOVATOR DEFINED WEALTH SHIELD ETF (BALT)InnovatorActiveOptions Trading$47M1,402,95919.95%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth