Saddock Wealth, LLC

Saddock Wealth provides financial planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals, as well as trusts, foundations, and businesses. Its services include comprehensive and modular financial planning (retirement, college funding, risk management), ongoing portfolio oversight, investment consultations, and selection/monitoring of third‑party investment managers.

The firm describes a globally diversified, long‑term disciplined approach and generally favors active manager selection intended to outperform passive strategies; clients receive an Investment Policy Statement tailored to their objectives, time horizon, and risk tolerance. Portfolios may include individual equities and fixed income, index and actively managed mutual funds and ETFs, REITs, and allocations to private funds (private equity, private credit, hedge funds), and accounts can be managed on either a discretionary or non‑discretionary basis.

Notable distinctions in the brochure include a materially larger amount of assets managed on a non‑discretionary basis (approximately $65.6 million non‑discretionary versus $28.7 million discretionary as of December 2025) and a stated investable‑asset guideline of $10 million for new clients, suggesting a focus on a small number of high‑balance relationships. The firm also routinely recommends and conducts due diligence on third‑party managers and pooled/private investment vehicles while disclosing it does not use performance‑based fee arrangements or sponsor wrap programs.