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Saddock Wealth
Saddock Wealth traces its roots to Saddock & Company, the CPA firm David Saddock founded in 1980. The wealth-management arm was formalized in 2012 to serve...
Saddock Wealth
Saddock Wealth traces its roots to Saddock & Company, the CPA firm David Saddock founded in 1980. The wealth-management arm was formalized in 2012 to serve high-net-worth families with integrated portfolio, tax, and succession services. Stephen Saddock joined as Managing Director in 2014. The firm deploys capital through fund-of-funds structures that include alternative investments and cross-border vehicles. It maintains no disclosed direct co-investments or named portfolio holdings. Geographic reach centers on North America with explicit cross-border structuring capabilities for clients. Team size and office count remain undisclosed beyond the Dallas headquarters. Patrick Stuart serves as Senior Investment Manager and holds CFA designation with membership in the CFA Society of DFW. Affiliated entities include Saddock Companies and Saddock Financial Partners, both based in Dallas. The firm’s architecture links investment decisions directly to the family’s original tax and accounting practice, creating an integrated fiduciary model rather than a conventional multi-family office platform.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
David Saddock
Founder / Principal
Stephen Saddock
Principal / Family Member
Sector focus
Frequently asked questions
Who runs investment decisions at Saddock Wealth?
David Saddock serves as Founder and Principal. Stephen Saddock acts as Managing Director. Patrick Stuart holds the role of Senior Investment Manager.
Is Saddock Wealth structured as a single family office or multi-family office?
The firm operates as a multi-family office. It advises multiple high-net-worth families rather than a single lineage.
Does Saddock Wealth participate in fund commitments or only direct deals?
Confirmed investment activity centers on fund-of-funds vehicles. No direct deal flow or co-investments are disclosed.
Where does the underlying wealth come from?
The firm originated as an extension of Saddock & Company, the CPA practice founded by David Saddock in 1980.
How is Saddock Wealth related to Saddock Companies?
Saddock Companies is listed as an affiliated entity providing tax, M&A consulting, and CFO services from the same Dallas base.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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