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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-19-2012
- Office Locations
- 3
Office Locations
About Saddock Wealth, LLC
Saddock Wealth is a Dallas-based, client-focused wealth management and planning firm well versed in alternative investments. It builds customized strategies through discovery, financial evaluation, portfolio review, and ongoing monitoring, with services spanning asset management, tax, accounting/CFO support, and estate planning—often serving entrepreneurs and business owners, with relationships that have spanned decades.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN GARY SADDOCK
Chief Compliance Officer, Managing Director
- CRD
- #6900364
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Christopher Saddock
Partner
- CRD
- --
David Saddock
Owner
- CRD
- --
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,710,000 | $503,684 |
| Non-Discretionary | $65,615,000 | $1,822,639 |
| Total | $94,325,000 | $1,014,247 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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