STYRE WEALTH
THE RUDD COMPANY, LLC Legal Name
Adviser information for STYRE WEALTH last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 539 | $157.3M |
| Non-Discretionary | 11 | $29.1M |
| Total | 550 | $186.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 132 | $54.7M |
| HNW Individuals | 45 | $90.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $29.1M |
| Charitable organizations | <5 | $748,579 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $11.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-111027 |
|---|---|
| SEC ERA File Number | 801-111027 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289276 |
| Legal Entity Identifier | None |
Principal Office
1517 8TH AVEFORT WORTH
TX
United States
Monday - Friday, 8:30 AM - 4:00 PM
Tel: 817-605-7833, Fax: 855-377-0419
Chief Compliance Officer
JOSHUA RUDD
PRESIDENT
1517 8TH AVE
FORT WORTH
TX
United States
Tel:
877-605-7833
Fax:
855-377-0419
C*********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUDD, JOSHUA, AARON | Individual | – | MEMBER/PRESIDENT/CCO | 07/2017 | > 75% |