Saddock Wealth, LLC

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Saddock Wealth, LLC Overview

Type

Multi Family Office

Year Founded

2012

General Information

Saddock Wealth, LLC is a multi-family office headquartered in Dallas, United States. Founded in 1980 as an extension of the Saddock family’s tax and CPA advisory practice, the firm advises high-net-worth families on portfolio construction, alternative investments, and cross-border wealth structuring. Its team coordinates investment management with estate, income-tax, and succession planning, leveraging decades of professional accounting heritage to safeguard and grow multi-generational capital.

Contact Information

Website:
https://www.saddockwealth.com

Year Founded:
2012

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
5005 Lyndon B Johnson Fwy, Suite 1300, Dallas, TX 75244

Portfolio & Notable Allocations


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