ALTAR ROCK

ALTAR ROCK LLC

CRD 326868 · SEC 801-134664

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.7M

Discretionary AUM

$158.7M

Team

8 total employees; 5 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPRIVATE PLACEMENT LIFE INSURANCE SERVICES

Client types

Type	Clients	AUM
Individuals	3	$2.5M
High net worth individuals	23	$154.2M
Insurance companies	1	$2.0M

States served

CA, MA, MI, NY, FL

All web addresses on file

https://www.linkedin.com/company/altarrockwealth/
https://altarrockwealth.com/

Official SEC filing: View on IAPD