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⚲
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| Rockwall Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 339856 |
| SEC # | 801-135636 |
| CIK # | |
| AUM | $305.5 M (2026-06-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 972-771-1472 |
| Address | 301 N Goliad Rockwall, TX 75087 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 216.2 |
| (b) Individuals (high net worth individuals) | 125 | 89.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,273 | 305.5 |
| By Discretionary | ||
| Discretionary | 1,273 | 305.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,273 | 305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.5 | |
| Total | 1,273 | 305.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Finer Wealth Management Inc
✚
|
MA | 0.3 |
|
Winans International
✚
|
NV | 0.3 |
|
Varra Wealth Management LLC
✚
|
CO | 0.3 |
|
Joel Adams and Associates Inc
✚
|
NC | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
Keeler Thomas Management LLC
✚
|
UT | 0.3 |
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |