Saddock Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 25, 2026, reports $94M in regulatory assets under management, 9 employees, and 93 accounts.
Assets Under Management
$94M
Employees
9
Offices
--
Total Clients
11
Primary office
DALLAS, TX
16400 DALLAS PARKWAY, SUITE 305, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.5% of total clients.
Top client categories% of clientsClients
1
Individuals
45.5%
5
2
HNWI
36.4%
4
3
Charitable
18.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of March 25, 2026
Discretionary30.4%
$29M
30% of total RAUM30.4%
Non-discretionary69.6%
$66M
70% of total RAUM69.6%
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.
Total AUM$94M
Total Accounts93
10Y AUM Change$-37M (-28.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee1:1
10Y Employee Change+5 (+125.0%)
* 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.