OVERRIDGE WEALTH ADVISORS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,010	$246.4M
Non-Discretionary	68	$3.7M
Total	1,078	$250.2M

Clients

Type	Number	RAUM
Individuals	299	$102.1M
HNW Individuals	64	$140.0M
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	0	$0
Charitable organizations	<5	$6.4M
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	$1.8M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-62355
SEC ERA File Number	801-62355
SEC CIK Numbers	1674836
SEC CRD Numbers	115009
Legal Entity Identifier	None

Principal Office

6300 RIDGLEA PLACE
SUITE 1020
FORT WORTH
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic