ROCKWALL WEALTH MANAGEMENT INC

ROCKWALL WEALTH MANAGEMENT INC of ROCKWALL, TX is an SEC-registered investment adviser (CRD 339856). Regulatory assets under management: $305.5M.

Registration

• CRD: 339856
• SEC file number: 801-135636
• Type: Registered investment adviser
• Location: 301 N GOLIAD, ROCKWALL, TX, 75087
• Phone: 972-771-1472
• Latest filing: 2026-06-15
• Regulatory AUM: $305.5M
• Discretionary AUM: $305.5M
• Clients: 4
• Accounts: 1,273

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339856 on SEC IAPD (source of record)
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