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HAMPTON ROCK WEALTH MANAGEMENT
HAMPTON ROCK WEALTH MANAGEMENT I, LLC
CRD 331682 · SEC 801-130575
7500 RIALTO BOULEVARD, BUILDING 1, SUITE 122, AUSTIN, TX, 78735, United States
Phone
512-256-9272
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.4M
Discretionary AUM
$192.4M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $10.7M |
| High net worth individuals | 22 | $167.1M |
| Charitable organizations | 1 | $563K |
| Corporations/business entities | 4 | $14.0M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD