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Overridge Wealth Advisors
Overridge Wealth Advisors is an SEC-registered investment adviser in Fort Worth, Texas, registered since 2003. The firm manages $368 million in assets, with...
Overview
Overridge Wealth Advisors is an SEC-registered investment adviser in Fort Worth, Texas, registered since 2003. The firm manages $368 million in assets, with $349 million on a discretionary basis. It has 10 employees and 9 investment advisers. OVERRIDGE WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-25, it reported 10 employees; 1,401 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
Fort Worth, TX, United States
Frequently asked questions
Is Overridge Wealth Advisors part of a larger financial institution?
No. Overridge presents itself as an independent firm, not a division of a bank, broker-dealer, or insurance company. It references strategic alliances for resources and technology without naming specific partners.
Does Overridge Wealth Advisors disclose its assets under management?
AUM is undisclosed. The firm does not publish any figures on total client assets, average account size, or number of client relationships. This is common for smaller independent advisory practices not subject to public reporting thresholds.
Who leads Overridge Wealth Advisors?
No principals are identified on the firm's website or in available public records. The absence of named leadership makes it difficult to assess team experience, professional designations, or any centralized investment committee structure.
What is Overridge Wealth Advisors' geographic reach?
While headquartered in Fort Worth, Texas, the firm states it serves clients across the United States. The implication is a digitally enabled practice, though no additional office locations are listed.
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