Waterrock Wealth Management

Waterrock Wealth Management (CRD# 296462) is a financial advisory firm headquartered in Albuquerque, NM. They manage $113,231,308 in 236 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6565 Americas Parkway Ne, Ste 200, Albuquerque, NM 87110
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $479,794
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
The map below shows states where this firm has explicit registration only.

AZ, NM, TX

Financial Advisors at Waterrock Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Prien, financial advisor Albuquerque NM
Christopher P. Prien
CRD#: 1988563
6565 Americas Parkway Ne, Ste 200, Albuquerque, NM 87110

Christopher Prien (CRD# 1988563) is an Investment Advisor Representative working at Waterrock Wealth Management in Albuquerque, NM and has over 30 years of experience in the finance industry.

2
Diana Atha, financial advisor Albuquerque NM
Diana M. Atha
CRD#: 1456850
6565 Americas Parkway Ne, Ste 200, Albuquerque, NM 87110

Diana Atha (CRD# 1456850) is an Investment Advisor Representative working at Waterrock Wealth Management in Albuquerque, NM and has over 13 years of experience in the finance industry.

3
Gifford Davis, financial advisor Albuquerque NM
Gifford C. Davis
CRD#: 7739996
6565 Americas Parkway Ne, Ste 200, Albuquerque, NM 87110

Gifford Davis (CRD# 7739996) is an Investment Advisor Representative working at Waterrock Wealth Management in Albuquerque, NM and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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