Saddock Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7920 Belt Line Rd Ste 550, Dallas, Texas...

Phone Number

(972) 437-5201

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Saddock Wealth

Saddock Wealth is a client-focused wealth management firm that specializes in tailored financial planning, tax services, and alternative investments. The firm emphasizes understanding clients' long-term growth needs and developing customized strategies to build and preserve wealth. With a commitment to client relationships, many clients have remained with Saddock Wealth for decades. Their services include investment management, asset allocation, estate planning, and CFO services for businesses.Explore more
Saddock Wealth's Social MediaPopular SearchesSaddock Wealth LLCSaddock WealthSaddock & Company PCSaddock & Company PLLCSaddock & Co. PCSIC Code 62,628NAICS Code 52,523Show more

Saddock Wealth Org Chart

PhoneEmail
PS
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Senior Manager, Investment

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saddock Wealth

<$5M
1-10
Private
<$5M
1981
PS
Patrick StuartSenior Manager, Investment
$5M
11-50
Private
<$5M
1967
DS
Debbie SelvidgeDirector, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2018
NZ
Nick ZoisFounder & President
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
1996
<$5M
1-10
Private
-
2014
GN
Gianna NguyenDirector, Accounting & Operational Advisory
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Saddock Wealth financials insights

Gather financial insights about Saddock Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Saddock Wealth Tech Stack

A closer look at the technologies used by Saddock Wealth

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Frequently Asked Questions Regarding Saddock Wealth

What is Saddock Wealth's official website?
Saddock Wealth's official website is www.saddockwealth.com
What is Saddock Wealth's Revenue?
Saddock Wealth's revenue is <$5 Million
What is Saddock Wealth's SIC code?
Saddock Wealth's SIC: 62,628
What is Saddock Wealth's NAICS code?
Saddock Wealth's NAICS: 52,523
How many employees does Saddock Wealth have?
Saddock Wealth has 1-10 employees
What industry does Saddock Wealth belong to?
Saddock Wealth is in the industry of: Finance, Securities Trading
What is Saddock Wealth competition?
Saddock Wealth top competitors include: Nguyen & Company, CPA, Mew, Fountainhead Wealth, Selkirk Wealth Advisors
What technology does Saddock Wealth use?
Some of the popular technologies that Saddock Wealth uses are: WordPress.org, reCAPTCHA, PHP, AppRiver
How do I contact Saddock Wealth?
Saddock Wealth contact info: Phone number: (972) 437-5201 Website: www.saddockwealth.com
What does Saddock Wealth do?

Saddock Wealth is a client-focused wealth management firm that specializes in tailored financial planning, tax services, and alternative investments. The firm emphasizes understanding clients' long-term growth needs and developing customized strategies to build and preserve wealth. With a commitment to client relationships, many clients have remain... ed with Saddock Wealth for decades. Their services include investment management, asset allocation, estate planning, and CFO services for businesses.Read More

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

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