Overridge Wealth Advisors

Overridge Wealth Advisors (CRD# 115009) is a financial advisory firm headquartered in Fort Worth, TX. They manage $250,191,890 in 1,078 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
https://www.overridge.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    1,078
    ACCOUNTS
  • Average Account Value
    $232,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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
Christopher Coffin, financial advisor Fort Worth TX
Christopher K. Coffin
CRD#: 2214823
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Christopher Coffin (CRD# 2214823) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 29 years of experience in the finance industry.

2
Andrew Heinz, financial advisor Fort Worth TX
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 26 years of experience in the finance industry.

3
Ronnie Huskey, financial advisor Fort Worth TX
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 36 years of experience in the finance industry.

4
Robert Knapp, financial advisor Aledo TX
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 30 years of experience in the finance industry.

5
Maureen Maidlow, financial advisor Fort Worth TX
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 6 years of experience in the finance industry.

6
Dane Petty, financial advisor Fort Worth TX
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 18 years of experience in the finance industry.

7
Martin Siegmund, financial advisor Fort Worth TX
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.

8
Hayden Heinz, financial advisor Fort Worth TX
Hayden S. Heinz
CRD#: 7868199
6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116

Hayden Heinz (CRD# 7868199) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.

9
Sylvester Stemley, financial advisor Fort Worth TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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