ROCKWALL WEALTH MANAGEMENT INC
Doing business as ROCKWALL WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$305,459,947
Discretionary
$305,459,947
Non-discretionary
$0
Firm details
- CRD number
- 339856
- SEC file number
- 801-135636
- Main office
- ROCKWALL, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.