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ROCK STEADY WEALTH, INC.
CRD 226639
3301 ROSEDALE AVE, SUITE D, RICHMOND, VA, 23230, United States
Phone
804-683-2565
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$5.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $5.4M |
| Charitable organizations | 1 | $1 |
| Corporations/business entities | 2 | $186K |
All web addresses on file
- https://smartadvisormatch.com/advisor-network/virginia/alexander-casas-6221563
- https://www.youtube.com/channel/UCCxnEn_FIxIBuH9XBRYTbHw
- https://www.linkedin.com/in/rocksteadywealth
- HTTP://WWW.ROCKSTEADYWEALTH.COM
- https://twitter.com/rocksteadywlth
- https://www.brightscope.com/financial-planning/advisor/913888/Alexander-Casas/
- https://www.instagram.com/richmondaerial/
- https://www.investopedia.com/advisor-network/advisors/82302/alexander-casas/
Official SEC filing: View on IAPD