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ROOKS WEALTH ADVISORS, LLC
CRD 316013
412 GEORGIA AVENUE, SUITE, 236, CHATTANOOGA, TN, 37403, United States
Phone
423-690-8090
Fax
423-337-9609
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$48.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $12.0M |
| High net worth individuals | 19 | $36.0M |
| Pension/profit sharing plans | 3 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD