ROCKWAY WEALTH PARTNERS

ROCKWAY WEALTH PARTNERS of URBANDALE, IA is an SEC-registered investment adviser (CRD 315419). Regulatory assets under management: $26.6M.

Registration

• CRD: 315419
• Type: Registered investment adviser
• Location: 15214 RIDGEMONT DRIVE, URBANDALE, IA, 50323
• Phone: 515-414-7373
• Latest filing: 2026-03-31
• Regulatory AUM: $26.6M
• Discretionary AUM: $26.6M
• Clients: 6
• Accounts: 107

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search