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Building 2OVERRIDGE WEALTH ADVISORS

Map pinFORT WORTH, TX
Phone817-738-1451
NotebookSEC #801-62355
Total AUM
$368.2M
Employees
10
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6300 RIDGLEA PLACE
SUITE 1020
FORT WORTH
TX 76116
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
817-738-1451
Other Offices
2

ReceiptFinancials

Total AUM
$368.2M
Accounts
1,401
Discretionary
$348.9M
Accounts
1,227
Non-Discretionary
$19.3M
Accounts
174

ContactClients

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Individual Clients
343
AUM
$126.8M
HNW Individual Clients
121
AUM
$234.8M
Charitable Organization Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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