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B.A. SCHROCK WEALTH MANAGEMENT

B.A. SCHROCK WEALTH MANAGEMENT, INC.

CRD 304694 · SEC 801-127681

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131 COLLEGE STREET, WADSWORTH, OH, 44281, United States

Phone

330-473-1060

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$281.6M

Discretionary AUM

$281.6M

Team

6 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals617$143.7M
High net worth individuals89$137.9M

States served

OH, OK, PA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD