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HIGHROCKS WEALTH, LLC

CRD 293842

Visit website

1925 ASPEN DRIVE, 200B, SANTA FE, NM, 87505, United States

Phone

(505) 920-0162

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$6.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals12$2.9M

All web addresses on file

Official SEC filing: View on IAPD