Saddock Wealth, LLC

Saddock Wealth, LLC (CRD# 161568) is a financial advisory firm headquartered in Dallas, TX. They manage $130,200,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,808,333
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX

Financial Advisors at Saddock Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David G. Saddock
CRD#: 6031327
7920 Belt Line Road, Suite 550, Dallas, TX 75254

David Saddock (CRD# 6031327) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

2
Stephen G. Saddock
CRD#: 6900364
7920 Belt Line Road, Suite 550, Dallas, TX 75254

Stephen Saddock (CRD# 6900364) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 3 years of experience in the finance industry.

3
Patrick R. Stuart
CRD#: 7088208
7920 Belt Line Road, Suite 550, Dallas, TX 75254

Patrick Stuart (CRD# 7088208) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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