Data / Investment advisers / Texas / Styre Wealth
Styre Wealth, Fort Worth, TX: $251 million AUM, SEC registered investment adviser
Styre Wealth is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $251 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 289276
- SEC file number
- 801-111027
- SEC status
- Approved, effective August 23, 2017
- Legal name
- The Rudd Company, LLC
- Main office
- 1517 8th Ave, Fort Worth, TX 76104
- Phone
- (817) 605-7833
- Regulatory AUM
- $250,838,846 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $206,013,591
- Non discretionary AUM
- $44,825,255
- Accounts
- 697
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $150.5 million |
| Individuals (other than high net worth individuals) | 127 | $54.4 million |
| Pension and profit sharing plans | 6 | $44.8 million |
| Charitable organizations | 3 | $1.1 million |
| Corporations or other businesses | 1 | $100,134 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $250.8 million | March 30, 2026 |
| December 1, 2025 | $201 million | October 14, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aspenridge Wealth Advisors | Fort Worth | $335 million | Not listed | adviserinfo.sec.gov |
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | $284 million | 12 | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | Not listed | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | adviserinfo.sec.gov |
| Storehouse Financial LLC | Fort Worth | $240.4 million | Not listed | adviserinfo.sec.gov |
| Lummis Asset Management, L.P. | Fort Worth | $210 million | Not listed | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Styre Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.