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OVERRIDGE WEALTH ADVISORS
6300 Ridglea Place
Suite 1020
Fort Worth, Texas 76116
Tel: 817-738-1451
About OVERRIDGE WEALTH ADVISORS
OVERRIDGE WEALTH ADVISORS, formally registered with the SEC as OVERRIDGE WEALTH ADVISORS. The firm was established in 09/16/2003. They have over 1 offices throughout the country.
OVERRIDGE WEALTH ADVISORS is a Fort Worth, Texas based Financial Planning firm with nearly $238,178,154 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115009 |
| SEC# | 801-62355 |
| Assets Managed by Firm | $238,178,154 |
| No. of Clients | 396 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 396 | $238,178,154 |
| Individuals (other than high net worth individuals) | 295 | $99,510,998 |
| High net worth individuals | 70 | $131,759,352 |
| Charitable organizations | Fewer than 5 clients | $4,993,843 |
| Corporations or other businesses | Fewer than 5 clients | $1,913,961 |
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