Saddock Wealth, LLC

Saddock Wealth, LLC (CRD# 161568) is a financial advisory firm headquartered in Dallas, TX. They manage $119,200,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $17,028,571
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 - 4 of 4 top financial advisors.
1
Mark R. Morgan
CRD#: 5332548
7920 Belt Line Road, Suite 550, Dallas, TX 75254
96
Wealthminder
score

Mark Morgan (CRD# 5332548) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

2
Joseph R. Guyton
CRD#: 6052154
7920 Belt Line Road, Suite 550, Dallas, TX 75254
90
Wealthminder
score

Joseph Guyton (CRD# 6052154) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

3
David G. Saddock
CRD#: 6031327
7920 Belt Line Road, Suite 550, Dallas, TX 75254
90
Wealthminder
score

David Saddock (CRD# 6031327) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

4
Nathan F. Roberts
CRD#: 6154689
7920 Belt Line Road, Suite 550, Dallas, TX 75254
87
Wealthminder
score

Nathan Roberts (CRD# 6154689) 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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