# Styre Wealth

> Styre Wealth is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 289276
- Filed as: STYRE WEALTH
- Legal name: The Rudd Company, LLC
- Also doing business as: STYRE RETIREMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289276
- AdvisorCensus page: https://advisorcensus.com/firm/styre-wealth-fort-worth-tx-289276

## Quick answers

**How is Styre Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Styre Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Styre Wealth located?**
Styre Wealth's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Styre Wealth registered with the SEC or a state?**
Styre Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289276.

**How much does Styre Wealth manage?**
Styre Wealth reports $250,838,846 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (82% discretionary).

**How have Styre Wealth's assets and staff changed since 2021?**
In the Form ADV data for Styre Wealth: Regulatory assets under management: $151,467,582 in the October 2021 data and $250,838,846 in the October 2026 data, up 66%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Styre Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Styre Wealth use?**
Styre Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Styre Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289276

**Does Styre Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Currently, SW solicits clients with a minimum of $500,000 in investable assets but may accept clients with smaller amounts at SW’s discretion."

**What changed in Styre Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $200,989,968 to $250,838,846 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Currently, SW solicits clients with a minimum of $500,000 in investable assets but may accept clients with smaller amounts at SW’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $250,838,846
- Discretionary: $206,013,591
- Non-discretionary: $44,825,255

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $54,356,265 |
| High net worth individuals | 67 | $150,506,829 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $44,825,255 |
| Charitable organizations | 3 | $1,050,363 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $100,134 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- styre.com
- Facebook @Styrewealth
- Facebook @theruddcompany
- Instagram @theruddcommentary
- LinkedIn @THERUDDCOMPANY
- LinkedIn @styre-wealth
- X @StyreWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $151,467,582 | 7 | July 15, 2021 |
| October 2022 | $176,032,083 | 4 | June 13, 2022 |
| October 2023 | $161,876,769 | 3 | July 5, 2023 |
| October 2024 | $186,327,596 | 6 | August 6, 2024 |
| October 2025 | $200,989,968 | 6 | March 27, 2025 |
| October 2026 | $250,838,846 | 6 | March 30, 2026 |

Regulatory assets under management: $151,467,582 in the October 2021 data and $250,838,846 in the October 2026 data, up 66%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $200,989,968 to $250,838,846 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Styre Wealth (CRD 289276): Form ADV filing data as of October 2026.