Rockwall Wealth Advisors
Rockwall Wealth Advisors (CRD# 310735) is a financial advisory firm headquartered in Rockwall, TX. They manage $14,841,989 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rockwall Wealth Advisors
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts64ACCOUNTS
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Average Account Value$231,906
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Rockwall Wealth Advisors
1
Gerald Hendrik (CRD# 5971377) is an Investment Advisor Representative working at Rockwall Wealth Advisors in Rockwall, TX and has over 12 years of experience in the finance industry.
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