Roka Wealth Strategists

Roka Wealth Strategists (CRD# 143560) is a financial advisory firm headquartered in Roswell, GA. They manage $33,285,075 in 210 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $158,500
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
  • 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.

GA

Financial Advisors at Roka Wealth Strategists
Showing 1 - 2 of 2 top financial advisors.
1
Kari M. March
CRD#: 4021533
1901 Macy Drive, Roswell, GA 30076
83
Wealthminder
score

Kari March (CRD# 4021533) is an Investment Advisor Representative working at Roka Wealth Strategists in Roswell, GA and has over 17 years of experience in the finance industry.

2
Roger A. Roemmich
CRD#: 1293322
1551 Jennings Mill Road, Suite 2600c, Bogart, GA 30622
46
Wealthminder
score

Roger Roemmich (CRD# 1293322) is an Investment Advisor Representative working at Roka Wealth Strategists in Bogart, GA and has over 33 years of experience in the finance industry.

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