Overridge Wealth Advisors

The firm describes a client-centric model that begins with a complimentary introductory meeting to assess fit. Its website emphasizes understanding each client's full financial life before proposing solutions, suggesting a planning-led rather than sales-led engagement. No minimum asset sizes or fee schedules are published.

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.

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.

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.

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.