Greenrock Wealth Management, LLC

Greenrock Wealth Management, LLC (CRD# 275030) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $13,692,518 in 126 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $108,671
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI

Financial Advisors at Greenrock Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Justin D. Hales
CRD#: 4796722
35 Oakes St. Sw, Suite 500, Grand Rapids, MI 49503
93
Wealthminder
score

Justin Hales (CRD# 4796722) is an Investment Advisor Representative working at Greenrock Wealth Management, LLC in Grand Rapids, MI and has over 13 years of experience in the finance industry.

2
Kevin J. Gort
CRD#: 6749024
35 Oakes St. Sw, Suite 500, Grand Rapids, MI 49503
88
Wealthminder
score

Kevin Gort (CRD# 6749024) is an Investment Advisor Representative working at Greenrock Wealth Management, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

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