Saddock Wealth, LLC logo

Saddock Wealth, LLC

Updated today

Client assets under management

$83,820,000

Clients

9

44% high-net worth

Advisors

2

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$9,313,333

About

Saddock Wealth provides financial planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals, as well as trusts, foundations, and businesses. Its services include comprehensive and modular financial planning (retirement, college funding, risk management), ongoing portfolio oversight, investment consultations, and selection/monitoring of third‑party investment managers.

The firm describes a globally diversified, long‑term disciplined approach and generally favors active manager selection intended to outperform passive strategies; clients receive an Investment Policy Statement tailored to their objectives, time horizon, and risk tolerance. Portfolios may include individual equities and fixed income, index and actively managed mutual funds and ETFs, REITs, and allocations to private funds (private equity, private credit, hedge funds), and accounts can be managed on either a discretionary or non‑discretionary basis.

Notable distinctions in the brochure include a materially larger amount of assets managed on a non‑discretionary basis (approximately $65.6 million non‑discretionary versus $28.7 million discretionary as of December 2025) and a stated investable‑asset guideline of $10 million for new clients, suggesting a focus on a small number of high‑balance relationships. The firm also routinely recommends and conducts due diligence on third‑party managers and pooled/private investment vehicles while disclosing it does not use performance‑based fee arrangements or sponsor wrap programs.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

$7,000 to $13,000 depending on scope and complexity of the engagement

Percentage

0.25% to 1.50% annually, depending on account size, complexity, and scope of services

Project-based

$100 to $725 per hour, billed in 15-minute increments, depending on advisor and engagement complexity

Other

Account minimum: $10,000,000

Main office location

Saddock Wealth, LLC

16400 Dallas Parkway, Suite 305

Dallas TX 75248, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Patrick S

Series 65

Dallas, TX

Saddock Wealth, LLC

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection, working with a concentrated client base supported by two advisory professionals.

College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Stephen S

Series 65

Dallas, TX

Saddock Wealth, LLC

Stephen Saddock is a financial advisor at Saddock Wealth, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has operated Saddock Advisory, LLC since 2014 and founded Saddock Wealth, LLC in 2018. Outside of his advisory roles, he owns Saddock Operations and Strategy, a CFO consulting firm. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection through written investment policy statements and periodic reviews, managing both discretionary and non-discretionary assets.

College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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