Overridge Wealth Advisors

Overridge Wealth Advisors (CRD# 115009) is a financial advisory firm headquartered in Fort Worth, TX. They manage $161,964,953 in 1,480 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    1,480
    ACCOUNTS
  • Average Account Value
    $109,436
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Overridge Wealth Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Leon J. Hassell
CRD#: 239466
Fort Worth, TX
96
Wealthminder
score

Leon Hassell (CRD# 239466) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 26 years of experience in the finance industry.

2
Andrew C. Heinz
CRD#: 3023047
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
93
Wealthminder
score

Andrew Heinz (CRD# 3023047) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 20 years of experience in the finance industry.

3
Ronnie L. Huskey
CRD#: 1763154
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
93
Wealthminder
score

Ronnie Huskey (CRD# 1763154) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 30 years of experience in the finance industry.

4
Robert B. Knapp
CRD#: 2450884
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
93
Wealthminder
score

Robert Knapp (CRD# 2450884) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 24 years of experience in the finance industry.

5
Dane H. Petty
CRD#: 4578270
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
93
Wealthminder
score

Dane Petty (CRD# 4578270) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 12 years of experience in the finance industry.

6
Glynne D. Johnston
CRD#: 6429539
Benbrook, TX
87
Wealthminder
score

Glynne Johnston (CRD# 6429539) is an Investment Advisor Representative working at Overridge Wealth Advisors in Benbrook, TX and has 1 year of experience in the finance industry.

7
Maureen P. Maidlow
CRD#: 6293279
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
87
Wealthminder
score

Maureen Maidlow (CRD# 6293279) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

8
Martin S. Siegmund
CRD#: 5965904
305 E Main Street, Decatur, TX 76234
87
Wealthminder
score

Martin Siegmund (CRD# 5965904) is an Investment Advisor Representative working at Overridge Wealth Advisors in Decatur, TX and has 1 year of experience in the finance industry.

9
Lester L. Johnson
CRD#: 1614174
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
86
Wealthminder
score

Lester Johnson (CRD# 1614174) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 30 years of experience in the finance industry. Lester Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.