Saddock Wealth, LLC
● SEC registered since 2013CRD 161568SEC# 801-78020Dallas, TX
Reg. AUM
$94.3M
Employees
9
Accounts
93
Location
Dallas, TX
Saddock Wealth, LLC assets under management
Saddock Wealth, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2013. It reports $94.3 million in regulatory assets under management and employs 9 people.
Saddock Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Saddock Investments, LLC Control | Holding Company | Over 75% | 2026 |
| Stephen Gary Saddock Control | Chief Compliance Officer | Under 5% | 2025 |
| Christopher David Saddock Control | Manager | 50-75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Saddock Wealth, LLC manage?
Saddock Wealth, LLC reports $94.3 million in regulatory assets under management on its Form ADV.
How many employees does Saddock Wealth, LLC have?
Saddock Wealth, LLC reports 9 employees.
Where is Saddock Wealth, LLC located?
Saddock Wealth, LLC is based in Dallas, TX and has been SEC-registered since 2013.
Does Saddock Wealth, LLC disclose fund performance?
Saddock Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16400 Dallas Parkway, Suite 305, Dallas, TX 75248 |
| Phone | 972-437-5201 |
| Fax | 972-437-5229 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$94.3M▼ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$94.3Mregulatory AUM
Discretionary $28.7MNon-discretionary $65.6M