Blue Rock Wealth Management, LLC

Blue Rock Wealth Management, LLC (CRD# 114471) is a financial advisory firm headquartered in Winston Salem, NC. They manage $205,146,000 in 721 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    721
    ACCOUNTS
  • Average Account Value
    $284,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, PA, VA

Financial Advisors at Blue Rock Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Donald E. Brown
CRD#: 1380141
524 North Trade Street, Winston Salem, NC 27101
96
Wealthminder
score

Donald Brown (CRD# 1380141) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 31 years of experience in the finance industry. Donald Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer W. Johnson
CRD#: 4707808
380 Knollwood Street, Suite 330, Winston Salem, NC 27103
96
Wealthminder
score

Jennifer Johnson (CRD# 4707808) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 13 years of experience in the finance industry. Jennifer Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James A. Collins
CRD#: 1937639
524 North Trade Street, Winston Salem, NC 27101
93
Wealthminder
score

James Collins (CRD# 1937639) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 19 years of experience in the finance industry.

4
John K. Hunt
CRD#: 736791
524 North Trade Street, Winston Salem, NC 27101
93
Wealthminder
score

John Hunt (CRD# 736791) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 35 years of experience in the finance industry.

5
Wesley R. Reed
CRD#: 2873119
524 North Trade Street, Winston Salem, NC 27101
93
Wealthminder
score

Wesley Reed (CRD# 2873119) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 19 years of experience in the finance industry.

6
John A. Barrow
CRD#: 6279264
524 North Trade Street, Winston Salem, NC 27101
92
Wealthminder
score

John Barrow (CRD# 6279264) is an Investment Advisor Representative working at Blue Rock Wealth Management, LLC in Winston Salem, NC and has over 2 years of experience in the finance industry. John Barrow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.