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President/chief Executive Officer · Overridge Wealth Advisors

Andrew C. Heinz

CRD 3023047 · Named on Form ADV at one SEC-registered adviser

At a glance

Overridge Wealth Advisors, an SEC-registered wealth manager based in Fort Worth, TX with $368 million in regulatory assets, lists Andrew C. Heinz on its Form ADV as President/chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dane H. PettyChief Compliance Officer / Chief Operating Officer, Overridge Wealth Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.