ROCK STEADY WEALTH, INC.

ROCK STEADY WEALTH, INC. of RICHMOND, VA is an SEC-registered investment adviser (CRD 226639). Regulatory assets under management: $5.6M.

Registration

• CRD: 226639
• Type: Registered investment adviser
• Location: 3301 ROSEDALE AVE, RICHMOND, VA, 23230
• Phone: 804-683-2565
• Latest filing: 2026-03-24
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search