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ROCKPORT WEALTH, LLC

Doing business as ROCKPORT WEALTH ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$676,427,261
Discretionary
$676,427,261
Non-discretionary
$0

Firm details

CRD number
297122
SEC file number
801-126796
Main office
FAIRVIEW PARK, OH, United States
Employees
15
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.