Overridge Wealth Advisors

CRD 115009 · Fort Worth, TX · $368.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 115009
SEC number: 801-62355
Firm type: RIA
Assets under management: $368.2M as of Mar 25, 2026
Website: www.facebook.com/OVERRIDGEWEALTH ↗
Phone: 817-738-1451
Address: 6300 Ridglea Place, Fort Worth, TX, 76116

Advisors at this firm

9 in our index · page 1 of 1

Christopher Kenneth CoffinCRD 2214823 · Fort Worth, TX

IA RegisteredRegistration inactive
Andrew Clayton HeinzCRD 3023047 · Fort Worth, TX

IA RegisteredRegistration inactive
Ronnie Lee HuskeyCRD 1763154 · Fort Worth, TX

IA RegisteredRegistration inactive
Hayden Samuel HeinzCRD 7868199 · Fort Worth, TX

IA Registered
Robert Bruce KnappCRD 2450884 · Fort Worth, TX

IA Registered
Maureen Patricia MaidlowCRD 6293279 · Fort Worth, TX

IA Registered
Dane Hobby PettyCRD 4578270 · Fort Worth, TX

IA RegisteredRegistration inactive
Jeffery M SorensenCRD 1623946 · Westlake Village, CA

IA RegisteredRegistration inactive
Neil Lycurgus VanzandtCRD 1239770 · Fort Worth, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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