SADDOCK WEALTH, LLC
CRD #161568 SEC #801-78020 DALLAS, TX 972-437-5201
SEC Registered
Total AUM
$114.1M
Discretionary
$41M
Employees
9
Clients
1
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $114.1M | $41M | $73.1M | 9 | 0 |
| Apr 2025 | $114.1M | $41M | $73.1M | 4 | 0 |
| Mar 2025 | $114.1M | $41M | $73.1M | 5 | 0 |
| Mar 2024 | $126.7M | $27.4M | $99.3M | 5 | 0 |
| Nov 2023 | $123.5M | $37M | $86.5M | 5 | 0 |
| Mar 2023 | $123.5M | $37M | $86.5M | 5 | 0 |
| Mar 2022 | $149.8M | $64.9M | $84.9M | 5 | 0 |
| Mar 2021 | $130.2M | $72.7M | $57.5M | 5 | 0 |
| May 2020 | $128.9M | $72.4M | $56.5M | 5 | 0 |
| Mar 2020 | $128.9M | $72.4M | $56.5M | 5 | 0 |
| Feb 2020 | $98.9M | $88.7M | $10.2M | 5 | 0 |
| Jun 2019 | $98.9M | $88.7M | $10.2M | 4 | 0 |
| Jun 2019 | $98.9M | $88.7M | $10.2M | 4 | 0 |
| Jun 2019 | $98.9M | $88.7M | $10.2M | 4 | 0 |
| Mar 2019 | $98.9M | $88.7M | $10.2M | 4 | 0 |
| Feb 2019 | $89M | $85.5M | $3.5M | 4 | 0 |
| Nov 2018 | $89M | $85.5M | $3.5M | 5 | 0 |
| Sep 2018 | $89M | $85.5M | $3.5M | 5 | 0 |
| Mar 2018 | $89M | $85.5M | $3.5M | 6 | 0 |
| Mar 2017 | $131M | $78.1M | $52.9M | 4 | 1 |
| Mar 2016 | $119.2M | $55.1M | $64.1M | 5 | 1 |
| Mar 2015 | $129M | $52.3M | $76.7M | 4 | 1 |
| Mar 2014 | $102.3M | $41.6M | $60.7M | 4 | 1 |
| Apr 2013 | $204.8M | $204.8M | $0 | 5 | 1 |
DateOct 2025
Total AUM$114.1M
Discretionary$41M
Non-Disc.$73.1M
Employees9
Clients0
DateApr 2025
Total AUM$114.1M
Discretionary$41M
Non-Disc.$73.1M
Employees4
Clients0
DateMar 2025
Total AUM$114.1M
Discretionary$41M
Non-Disc.$73.1M
Employees5
Clients0
DateMar 2024
Total AUM$126.7M
Discretionary$27.4M
Non-Disc.$99.3M
Employees5
Clients0
DateNov 2023
Total AUM$123.5M
Discretionary$37M
Non-Disc.$86.5M
Employees5
Clients0
DateMar 2023
Total AUM$123.5M
Discretionary$37M
Non-Disc.$86.5M
Employees5
Clients0
DateMar 2022
Total AUM$149.8M
Discretionary$64.9M
Non-Disc.$84.9M
Employees5
Clients0
DateMar 2021
Total AUM$130.2M
Discretionary$72.7M
Non-Disc.$57.5M
Employees5
Clients0
DateMay 2020
Total AUM$128.9M
Discretionary$72.4M
Non-Disc.$56.5M
Employees5
Clients0
DateMar 2020
Total AUM$128.9M
Discretionary$72.4M
Non-Disc.$56.5M
Employees5
Clients0
DateFeb 2020
Total AUM$98.9M
Discretionary$88.7M
Non-Disc.$10.2M
Employees5
Clients0
DateJun 2019
Total AUM$98.9M
Discretionary$88.7M
Non-Disc.$10.2M
Employees4
Clients0
DateJun 2019
Total AUM$98.9M
Discretionary$88.7M
Non-Disc.$10.2M
Employees4
Clients0
DateJun 2019
Total AUM$98.9M
Discretionary$88.7M
Non-Disc.$10.2M
Employees4
Clients0
DateMar 2019
Total AUM$98.9M
Discretionary$88.7M
Non-Disc.$10.2M
Employees4
Clients0
DateFeb 2019
Total AUM$89M
Discretionary$85.5M
Non-Disc.$3.5M
Employees4
Clients0
DateNov 2018
Total AUM$89M
Discretionary$85.5M
Non-Disc.$3.5M
Employees5
Clients0
DateSep 2018
Total AUM$89M
Discretionary$85.5M
Non-Disc.$3.5M
Employees5
Clients0
DateMar 2018
Total AUM$89M
Discretionary$85.5M
Non-Disc.$3.5M
Employees6
Clients0
DateMar 2017
Total AUM$131M
Discretionary$78.1M
Non-Disc.$52.9M
Employees4
Clients1
DateMar 2016
Total AUM$119.2M
Discretionary$55.1M
Non-Disc.$64.1M
Employees5
Clients1
DateMar 2015
Total AUM$129M
Discretionary$52.3M
Non-Disc.$76.7M
Employees4
Clients1
DateMar 2014
Total AUM$102.3M
Discretionary$41.6M
Non-Disc.$60.7M
Employees4
Clients1
DateApr 2013
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees5
Clients1