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SADDOCK WEALTH, LLC
CRD 161568 · SEC 801-78020
16400 DALLAS PARKWAY, SUITE 305, DALLAS, TX, 75248, United States
Phone
972-437-5201
Fax
972-437-5229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.3M
Discretionary AUM
$28.7M
Team
9 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.2M |
| High net worth individuals | 4 | $80.6M |
| Charitable organizations | 2 | $10.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD