BLUEROCK WEALTH MANAGEMENT, LLC
BLUEROCK WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 305670). Regulatory assets under management: $576.2M.
Registration
- CRD: 305670
- SEC file number: 801-117447
- Type: Registered investment adviser
- Location: 3650 MANSELL ROAD, SUITE 400, ALPHARETTA, GA, 30022
- Phone: 678-527-2800
- Latest filing: 2021-07-08
- Regulatory AUM: $576.2M
- Discretionary AUM: $576.2M
- Clients: 9
- Accounts: 1,633
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MURRAY LESLEY | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| CHOKSHI RAJEN KANTILAL | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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