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STYRE WEALTH
THE RUDD COMPANY, LLC
CRD 289276 · SEC 801-111027
1517 8TH AVE, FORT WORTH, TX, 76104, United States
Phone
817-605-7833
Fax
855-214-1915
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.8M
Discretionary AUM
$206.0M
Team
6 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $54.4M |
| High net worth individuals | 67 | $150.5M |
| Pension/profit sharing plans | 6 | $44.8M |
| Charitable organizations | 3 | $1.1M |
| Corporations/business entities | 1 | $100K |
States served
LA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD