Rock Steady Wealth, Inc.

Rock Steady Wealth, Inc. (CRD# 226639) is a financial advisory firm headquartered in , . They manage $1,414,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $61,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

VA

Financial Advisors at Rock Steady Wealth, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alexander Casas
CRD#: 6221563
7513 Cherokee Rd, Richmond, VA 23225
97
Wealthminder
score

Alexander Casas (CRD# 6221563) is an Investment Advisor Representative working at Rock Steady Wealth, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.

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