About
Grounded in relationships. Built to serve generations.
We built Atreides so families, entrepreneurs, and business owners could find a long-term advisor — not just a service provider.
Our size keeps us agile, accessible, and personal: no phone menus, no being passed around. We guide rather than push, and we understand before we recommend. As a Registered Investment Advisor held to a fiduciary standard, we're paid to serve your interests — nothing else.
We also partner with CPAs and advisors who want to add coordinated wealth and tax planning for their clients. Learn more.
Our Team
The people behind your plan.
Team bios and credentials are being finalized and will appear here once verified.
Where We Are
Our offices.
Rockwall, TX
1121 Yellow Jacket LnRockwall, TX 75087Call (214) 480-4384 or email info@atreideswealth.com.
Request a Conversation
Let's look at your full financial picture.
Tell us a little about your situation. We'll set up a no-pressure introductory call — usually within two business days.
Get in touch
(214) 480-4384
info@atreideswealth.com
Thanks — we've got it.
We'll reach out within two business days to schedule your call.