Overridge Wealth Advisors

Overridge Wealth Advisors (CRD# 115009) is a financial advisory firm headquartered in Fort Worth, TX. They manage $173,080,031 in 1,475 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    1,475
    ACCOUNTS
  • Average Account Value
    $117,342
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 - 8 of 8 top financial advisors.
1
Andrew C. Heinz
CRD#: 3023047
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Andrew Heinz (CRD# 3023047) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 22 years of experience in the finance industry.

2
Ronnie L. Huskey
CRD#: 1763154
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Ronnie Huskey (CRD# 1763154) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 32 years of experience in the finance industry.

3
Robert B. Knapp
CRD#: 2450884
Aledo, TX

Robert Knapp (CRD# 2450884) is an Investment Advisor Representative working at Overridge Wealth Advisors in Aledo, TX and has over 26 years of experience in the finance industry.

4
Maureen P. Maidlow
CRD#: 6293279
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Maureen Maidlow (CRD# 6293279) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 2 years of experience in the finance industry.

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

Dane Petty (CRD# 4578270) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 15 years of experience in the finance industry.

6
Martin S. Siegmund
CRD#: 5965904
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

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

7
Eric R. Niederhauser
CRD#: 6531480
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Eric Niederhauser (CRD# 6531480) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 5 years of experience in the finance industry.

8
Sylvester Stemley
CRD#: 7282363
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Sylvester Stemley (CRD# 7282363) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

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