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ROCKWALL WEALTH ADVISORS
ROCKWALL WEALTH ADVISORS LLC
CRD 310735
697 E INTERSTATE 30, ROCKWALL, TX, 75087, United States
Phone
214-923-5237
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $25.3M |
| High net worth individuals | 5 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD