# Overridge Wealth Advisors

Overridge Wealth Advisors is a Bank / Wealth / Trust based in Fort Worth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** overridge.com
- **LinkedIn:** https://www.linkedin.com/company/overridge-wealth-advisors

## Regulatory record

- **CRD number:** 115009
- **SEC file number:** 801-62355
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115009

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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