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 8 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 5 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 5 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.