Martin
Siegmund

Overridge Wealth Advisors

CRD#5965904
Investment Advisor
in Fort Worth, TX

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About this Advisor

Martin Siegmund is a financial advisor based in Fort Worth, Texas, working with Overridge Wealth Advisors. Martin has previously held positions at Lee Johnson Capital Management, LLC and Alexander, Seigmund & Booher, Pc. Martin is registered to provide services in Texas. Currently, Martin is part of Overridge Wealth Advisors, which operates out of Fort Worth, Texas. The firm has 11 employees and manages assets totaling $250.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Overridge Wealth Advisors includes asset-based, fixed, and performance-based fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6300 Ridglea Place Suite 1020
Fort Worth, TX 76116

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Overridge Wealth Advisors Brokerage Details

Total Assets Under Management

$250,191,890

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,078

TX Average: 2,315
Average Account Size

$232,089

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Martin Siegmund Work History

2011 - Present (13 years)

Lee Johnson Capital Management, LLC

1982 - Present (42 years)

Alexander, Seigmund & Booher, Pc

Disclosures

Please visit the SEC profile of Martin Siegmund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Overridge Wealth Advisors

Maureen Maidlow
Fort Worth, TX
Hayden Heinz
Fort Worth, TX
Christopher Coffin
Fort Worth, TX
Ronnie Huskey
Fort Worth, TX
Robert Knapp
Aledo, TX
Sylvester Stemley
Fort Worth, TX
Dane Petty
Fort Worth, TX
Andrew Heinz
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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