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CAPROCK WEALTH MANAGEMENT
CAPROCK WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD 333678
10809 EXECUTIVE CENTER DRIVE, SUITE 310, LITTLE ROCK, AR, 72211, United States
Phone
(501) 830-5588
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.3M
Discretionary AUM
$83.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $20.8M |
| High net worth individuals | 31 | $62.5M |
All web addresses on file
Official SEC filing: View on IAPD