GREENROCK WEALTH MANAGEMENT, LLC

GREENROCK WEALTH MANAGEMENT, LLC of EAST GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 275030). Regulatory assets under management: $43.7M.

Registration

• CRD: 275030
• Type: Registered investment adviser
• Location: 2249 WEALTHY ST. SE, EAST GRAND RAPIDS, MI, 49506-3052
• Phone: 616-608-6156
• Latest filing: 2026-04-06
• Regulatory AUM: $43.7M
• Discretionary AUM: $41.5M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 275030 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search