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ROCKWAY WEALTH PARTNERS
CRD 315419
15214 RIDGEMONT DRIVE, URBANDALE, IA, 50323, United States
Phone
515-414-7373
Fax
888-343-3662
Registration
— (—)
Source
State registered
Total AUM
$26.6M
Discretionary AUM
$26.6M
Team
6 total employees; 3 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $16.0M |
| High net worth individuals | 13 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD