Saddock Wealth, LLC - Investment Advisers

About Saddock Wealth, LLC

Saddock Wealth, LLC is a registered investment adviser headquartered in Dallas, Texas, and is one of the investment advisers in Texas. The firm reports regulatory assets under management of $94.33 million and has nine employees. Saddock Wealth operates as the wealth management branch of a tax and accounting practice that began offering tax planning and CPA services in 1980. Over time that practice concentrated on complex tax planning for wealthy individuals and their family businesses, and it expanded into income and estate tax planning, coordination with attorneys and other advisers, family asset management, and legacy or succession planning. The firm describes itself as a small multi-family office. Its published services include financial planning, investment review, portfolio allocation with a focus on alternative investments, ongoing asset management, tax services, accounting and CFO services for businesses, and estate planning. Other registered advisers can be found in the directory of US investment advisers. Note: only two link slots were provided, so the section uses both rather than the three to five requested.

Key Facts

Assets Under Management

$94.33M

Employees

9

SEC File Number

801-78020