# Saddock Wealth

Saddock Wealth is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2012
- **Assets under management:** 114 (Altss estimate)
- **Website:** saddockwealth.com
- **LinkedIn:** https://www.linkedin.com/company/saddock-wealth

## Regulatory record

- **CRD number:** 161568
- **SEC file number:** 801-78020
- **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/161568

## About

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.

## Sectors

- Fund of Funds

## People

- David Saddock — Founder / Principal
- Stephen Saddock — Principal / Family Member

## 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.

### 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.

### 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.

## Related profiles

- [1102 Partners](https://altss.com/profile/1102-partners)
- [TY Danjuma Family Office](https://altss.com/profile/ty-danjuma-family-office)

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

Canonical page: https://altss.com/profile/saddock-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology