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OVERRIDGE WEALTH ADVISORS

FORT WORTH, TX · CRD 115009 · IAPD ↗ · 817-738-1451

$368.2MRegulatory AUM
9Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — OVERRIDGE WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2026 — OVERRIDGE WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2026 — OVERRIDGE WEALTH ADVISORS reported RAUM up 55% ($238.2M -> $368.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — OVERRIDGE WEALTH ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
August 2025 — OVERRIDGE WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — OVERRIDGE WEALTH ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.