ROCKWALL WEALTH ADVISORS

ROCKWALL WEALTH ADVISORS of ROCKWALL, TX is an SEC-registered investment adviser (CRD 310735). Regulatory assets under management: $36.0M.

Registration

• CRD: 310735
• Type: Registered investment adviser
• Location: 697 E INTERSTATE 30, ROCKWALL, TX, 75087
• Phone: 214-923-5237
• Latest filing: 2026-03-02
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310735 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search