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ROCKWEALTH FINANCIAL LLC

CRD 329798

Visit website

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