Investment adviser · CRD 134562
REDROCK WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
REDROCK WEALTH MANAGEMENT LLC
LAS VEGAS, NV, United States · Form ADV filed Mar 7, 2023
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 193 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $142,630,000 | 74.9% |
| Individuals | 105 | $47,822,000 | 25.1% |
Filing source
Form ADV 1726265 · Mar 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
8945 W RUSSELL RD #205LAS VEGAS, NV, 89148, United States
CRD 134562
Filing source
Form ADV 1726265 · Mar 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.