Stephen Gary Saddock
Investment adviser representative at Saddock Wealth, LLC
12 yearsExperience
1 stateRegistered in
$94.3MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Saddock Wealth, LLCJan 2018 to now
- Saddock Advisory, LLCApr 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Saddock Wealth, LLC
$94.3MAssets managed
11Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900364
- Firm CRD
- 161568