OverRidge

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

6300 Ridglea Pl Ste 1020, Fort Worth, Te...

Phone Number

(817) 738-1451

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About OverRidge

OverRidge Wealth Advisors is an Independent Financial Advisory Firm based in Fort Worth, TX, serving clients throughout the U.S. The firm offers personalized investment advisory services to help clients navigate their financial and investment goals. Partnering with Charles Schwab Co., Inc. as the primary custodian of client assets, OverRidge ensures a trusted approach to wealth management. The firm emphasizes customized solutions tailored to individual client circumstances, while being independent from any broker-dealer affiliations.Explore more
OverRidge's Social MediaPopular SearchesOverridge LLCOverRidge Wealth AdvisorsLee Johnson Capital Management LLCLee Johnson Capital ManagementJohnson Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

OverRidge Org Chart

AH
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Overridge Wealth Advisors Ljcm, Llc) Presiden...

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PJ
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Chief Financial Officer

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Dane Petty, Chief Operating Officer & Chief Compliance Officer at OverRidge
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Chief Operating Officer & Chief Compliance Of...

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CC
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Portfolio Manager & Advisor

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BK
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Research Analyst

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MQ
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Quantitative Trading Analyst

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RH
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Investment Advisor

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MM
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Investment Advisor

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HH
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OverRidge

$5.4M
11-50
Private
-
1970
AH
Andrew HeinzOverridge Wealth Advisors Ljcm, Llc) President & CEO
<$5M
1-10
Private
-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OverRidge is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

OverRidge is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OverRidge.

OverRidge Tech Stack

A closer look at the technologies used by OverRidge

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Frequently Asked Questions Regarding OverRidge

What is OverRidge's official website?
OverRidge's official website is www.overridge.com
What is OverRidge's Revenue?
OverRidge's revenue is $5.4 Million
What is OverRidge's SIC code?
OverRidge's SIC: 62,628
What is OverRidge's NAICS code?
OverRidge's NAICS: 52,523
How many employees does OverRidge have?
OverRidge has 11-50 employees
What industry does OverRidge belong to?
OverRidge is in the industry of: Finance, Securities Trading
What is OverRidge competition?
OverRidge top competitors include: Stratos Wealth Advisors, Klauenberg Retirement Solutions, Cornerstone Wealth Management, Foundation Asset Management
What technology does OverRidge use?
Some of the popular technologies that OverRidge uses are: reCAPTCHA, Google Universal Analytics, Google Font API, Node.js
Who is the CFO of OverRidge?
OverRidge's CFO is Patti Johnson
How do I contact OverRidge?
OverRidge contact info: Phone number: (817) 738-1451 Website: www.overridge.com
What does OverRidge do?

OverRidge Wealth Advisors is an Independent Financial Advisory Firm based in Fort Worth, TX, serving clients throughout the U.S. The firm offers personalized investment advisory services to help clients navigate their financial and investment goals. Partnering with Charles Schwab Co., Inc. as the primary custodian of client assets, OverRidge ensure... s a trusted approach to wealth management. The firm emphasizes customized solutions tailored to individual client circumstances, while being independent from any broker-dealer affiliations.Read More

What are OverRidge social media links?
OverRidge Linkedin page OverRidge Facebook page
Is OverRidge a public company?
OverRidge is private company therefore does not currently have an official ticker symbol
See more information about OverRidge

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