Overridge Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 25, 2026, reports $368M in regulatory assets under management, 10 employees, 2 offices, and 1,401 accounts.
Assets Under Management
$368M
Employees
10
Offices
2 offices
Total Clients
464
Primary office
FORT WORTH, TX
6300 RIDGLEA PLACE, SUITE 1020, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
343
2
HNWI
26.1%
121
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$368Mas of March 25, 2026
Discretionary94.7%
$349M
95% of total RAUM94.7%
Non-discretionary5.3%
$19M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$368M
Total Accounts1,401
10Y AUM Change+$230M (+165.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee46:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.