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ROCKWEALTH FINANCIAL LLC
CRD 329798
19200 VON KARMAN AVE, SUITE 400, IRVINE, CA, 92612, United States
Phone
(714) 926-7420
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.4M
Discretionary AUM
$12.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD