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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-31-2002
- Office Locations
- 3
Office Locations
About Overridge Wealth Advisors
Overridge Wealth Advisors is an RIA delivering wealth management and financial planning for business owners and entrepreneurs, including asset management, portfolio construction, tax and estate planning, retirement plan guidance, and insurance/annuity solutions. The firm emphasizes asset allocation with meaningful use of ETFs and fixed income, with socially responsible investing as an available theme. Serves retail and institutional clients and custody is available via Charles Schwab, with offices in Fort Worth, TX and Westlake Village, CA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ANDREW CLAYTON HEINZ
Chief Executive Officer, President
- CRD
- #3023047
- Ownership
- 75% or more
DANE HOBBY PETTY
Chief Compliance Officer, CHIEF OPERATING OFFICER, President
- CRD
- #4578270
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER KENNETH COFFIN
Advisor
- CRD
- #2214823
Hayden Samuel Heinz
Investment Advisor Representative
- CRD
- #7868199
Peak foundation
Crest optima
- CRD
- #96366
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,866,668 | $284,325 |
| Non-Discretionary | $19,349,649 | $111,205 |
| Total | $368,216,317 | $262,824 |
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Separately Managed Accounts
Total SMA Asset: $368,216,317
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $503,302,039 | 20.3% |
| Public Funds | $1,006,604,078 | 40.6% |
| U.S. Government/Agency | $466,112,233 | 18.8% |
| Cash | $503,302,038 | 20.3% |
| Total | $2,479,320,388 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MERIDIAN TIMBER | SUMMIT VECTOR | K46DTL1O4 | AFM | 9.87% | $24,994,626 |
| INSIGHT ZENITH ELEMENT | UNISON FRONTIER | AMBF69PX3 | EFR | 11.02% | $38,842,217 |
| EMBER RADIAL | CREST RADIAL | C8Z7T7SR2 | KNT | 9.43% | $73,604,965 |
| BRIDGE FUSION | RIDGE VALUE | POMYTHGRI | WKV | 3.37% | $33,632,845 |
| FOUNDATION OAK TIMBER | SIGNAL VITAL | CE70EVAZY | HWK | 9.64% | $61,415,157 |
| BEACON TIMBER FRONTIER | ZENITH BEACON | O846M8N54 | ITY | 7.16% | $22,570,645 |
| ALPHA HORIZON | FUSION LEGACY | 9XMZ01LAH | XTTHF | 4.20% | $31,860,703 |
| PRIME FOUNDATION | VITAL PIONEER | 7SA6NPPLJ | SSX | 11.34% | $100,243,272 |