ROOK STRATEGIES WEALTH MANAGEMENT, PLLC

ROOK STRATEGIES WEALTH MANAGEMENT, PLLC is an SEC-registered investment adviser (CRD 316901). Regulatory assets under management: $5.0M.

Registration

• CRD: 316901
• Type: Registered investment adviser
• Phone: 361-290-0479
• Latest filing: 2024-03-19
• Regulatory AUM: $5.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316901 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search