Saddock Wealth, LLC
Saddock Wealth, LLC (CRD# 161568) is a financial advisory firm headquartered in Dallas, TX. They manage $126,700,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management127MILLION
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Total Number of Accounts85ACCOUNTS
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Average Account Value$1,490,588
- Hourly charges
- 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)
TX
David Saddock (CRD# 6031327) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 12 years of experience in the finance industry.
Stephen Saddock (CRD# 6900364) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 6 years of experience in the finance industry.
Patrick Stuart (CRD# 7088208) is an Investment Advisor Representative working at Saddock Wealth, LLC in Dallas, TX and has over 4 years of experience in the finance industry.