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ROCKWALL WEALTH MANAGEMENT
ROCKWALL WEALTH MANAGEMENT INC
CRD 339856 · SEC 801-135636
301 N GOLIAD, ROCKWALL, TX, 75087, United States
Phone
972-771-1472
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$305.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 487 | $216.2M |
| High net worth individuals | 125 | $89.3M |
States served
TX
Official SEC filing: View on IAPD