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GREENROCK WEALTH MANAGEMENT, LLC
GREENROCK WEALTH MANAGEMENT LLC
CRD 275030
2249 WEALTHY ST. SE, SUITE 217, EAST GRAND RAPIDS, MI, 49506-3052, United States
Phone
616-608-6156
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.7M
Discretionary AUM
$41.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $24.7M |
| High net worth individuals | 17 | $16.7M |
All web addresses on file
Official SEC filing: View on IAPD