SADDOCK WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $94.3M |
| Discretionary | $28.7M30% of AUM |
| Non-Discretionary | $65.6M |
| Client Accounts | 93 |
| Avg Account Size | $1.0M |
| Employees | 9 |
| Peak AUM | $204.8MApr 2013 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $94M | 17.3% | 8.6% | 6.2% | |
| Discretionary AUM | $29M | ||||
Key Metrics
| Total AUM | $94.3M |
| Discretionary | $28.7M |
| Employees | 9 |
| Client Accounts | 93 |
| Client Range | 1-10 |
Contact & Location
Address
16400 DALLAS PARKWAY
DALLAS TX 75248
Phone
972-437-5201
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$29M
30.4% of AUM
Non-Discretionary
$66M
69.6% of AUM
Disc. mix ▼ 5.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported