SADDOCK WEALTH, LLC

RIASEC RegisteredEst. 2013

Total AUM

$94.3M

Discretionary

$28.7M

30% of AUM

Avg account

$1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 161568
Registered since: May 3, 2013
Website: saddockwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.48%
Charitable Organizations11.14%
Individuals3.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Saddock Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2013. The firm serves both individual & family clients and institutional accounts, and describes itself as a capital allocator that also selects third-party managers. Core services listed on its Form ADV include financial planning and portfolio management across individual/small business relationships, pooled investment vehicles, and institutional/business mandates. Fees are charged via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not position itself as an active ESG investor.