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SADDOCK WEALTH, LLC

DALLAS, TX · CRD 161568 · IAPD ↗ · saddockwealth.com · 972-437-5201

$94.3MRegulatory AUM
2Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — SADDOCK WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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