# Styre Wealth

Styre Wealth 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:** 1517 8th Ave, Fort Worth, TX 76104, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** styre.com
- **LinkedIn:** https://www.linkedin.com/company/styre-wealth-risk-retirement

## Regulatory record

- **CRD number:** 289276
- **SEC file number:** 801-111027
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289276

## About

Styre Wealth was founded in 2009 by Joshua A. Rudd, who had previously worked as a securities trader, financial analyst, and financial advisor before launching his own firm. The Fort Worth-based registered investment adviser targets high-achieving professionals and families, explicitly marketing to clients who hold at least $500,000 in investable assets and require what the firm calls a "personal CFO" experience. Rudd's Danish heritage informs the firm's name — "styre" means "to manage" or "to steer" — and his earlier career across multiple segments of the financial industry shaped a service model that blends portfolio management with financial planning. Styre's investment approach is built around its own trading desk, which the firm emphasizes is located in its Fort Worth office rather than outsourced. The firm manages portfolios for individuals, families, and institutions, though it discloses no specific asset-class mix, named public or private holdings, or fund structures. Its website describes a discretionary portfolio management service centered on proactive, goals-based investing, with a stated focus on tax awareness. Geographic reach is concentrated in Texas, with its sole office on 8th Avenue in Fort Worth. The firm does not publicly name any co-investors, private deals, or third-party fund relationships. The firm operates from a single Fort Worth location and has not disclosed its total assets under management or deployment figures. Joshua Rudd remains president and principal wealth advisor, and the team is described as nimble and sophisticated but without published headcount. No adjacent vehicles, philanthropic foundations, or membership networks are disclosed. Styre's structural differentiator is its insistence on housing a dedicated trading desk in-house, which it argues gives it accuracy, control, and a degree of sophistication unusual for a wealth management firm of its size — a bid to replicate Wall Street execution inside a Texas-based advisory practice focused on high-net-worth professionals.

## People

- Joshua A. Rudd — Founder, President, and Principal Wealth Advisor

## Questions

### What is Styre Wealth's typical client profile?

Styre targets high-performing professionals and families, and its website notes that most clients have $500,000 or more of investable assets. The firm markets a "personal CFO" service that goes beyond portfolio management to include financial planning and tax-aware strategies. It does not disclose whether it serves institutional clients or family offices.

### How does Styre Wealth source its investment opportunities?

The firm relies on its in-house trading desk and proprietary research rather than external platforms or aggregators. Beyond that operational detail, Styre does not publicly describe a sourcing network, direct-deal origination process, or external manager selection framework.

## Related profiles

- [Style Capital](https://altss.com/profile/style-capital)
- [Styria Media Group](https://altss.com/profile/styria-media-group)

---

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

Canonical page: https://altss.com/profile/styre-wealth

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