# ROOKS WEALTH ADVISORS, LLC

ROOKS WEALTH ADVISORS, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 316013
- Type: SEC-registered investment adviser
- Location: 412 GEORGIA AVENUE, CHATTANOOGA, TN, 37403
- Phone: 423-690-8090
- Latest filing: 2026-04-15
- Regulatory AUM: $60.0M
- Discretionary AUM: $48.0M
- Non-discretionary AUM: $12.0M
- Clients: 2
- Accounts: 112

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316013/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316013/similar
- Related entities: https://search.stillhousedata.com/firm/316013/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316013

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.