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).

Current Firm Details
7920 Belt Line Road, Suite 550, Dallas, TX 75254
http://www.saddockwealth.com
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $1,490,588
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
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 Saddock, financial advisor Dallas TX
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 12 years of experience in the finance industry.

2
Stephen Saddock, financial advisor Dallas TX
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 6 years of experience in the finance industry.

3
Patrick Stuart, financial advisor Dallas TX
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 over 4 years 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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