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SADDOCK WEALTH, LLC
CRD 161568File 801-78020
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$94.3M
Bottom 25% of cohort (national)
Discretionary AUM
$28.7M
Non-discretionary $65.6M
Clients
11
93 accounts
Employees
9
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 3, 2013
- Principal office
- 16400 DALLAS PARKWAY, SUITE 305, DALLAS, TX, 75248
- Phone
- 972-437-5201
- Website
- HTTP://WWW.SADDOCKWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $94.3M
- Discretionary AUM
- $28.7M
- Non-discretionary AUM
- $65.6M
- Discretionary accounts
- 57
- Non-discretionary accounts
- 36
- Total accounts
- 93
- AUM per client
- $8.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.5M |
| High net worth individuals | Fewer than 5 | $80.6M |
| Individuals (other than high net worth individuals) | 5 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.