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ROCKPORT WEALTH ADVISORS
ROCKPORT WEALTH, LLC
CRD 297122 · SEC 801-126796
22730 FAIRVIEW CENTER DR, SUITE# 150, FAIRVIEW PARK, OH, 44126, United States
Phone
(216) 226-4560
Fax
(216) 226-4570
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$676.4M
Discretionary AUM
$676.4M
Team
15 total employees; 8 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsCONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1364 | $285.6M |
| High net worth individuals | 248 | $384.2M |
| Charitable organizations | 2 | $912K |
| Corporations/business entities | 9 | $5.7M |
States served
GA, IN, KY, LA, MI, NY, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD