Investment adviser · CRD 297122
ROCKPORT WEALTH ADVISORS
Investment adviser filing (IA)
ROCKPORT WEALTH, LLC
FAIRVIEW PARK, OH, United States · Form ADV filed May 29, 2026
- Regulatory AUM
- $676M Form ADV · Item 5.F
- Client accounts
- 3,004 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 8 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 | 248 | $384,200,760 | 56.8% |
| Individuals | 1,364 | $285,606,452 | 42.2% |
| Corporations & businesses | 9 | $5,708,412 | 0.8% |
| Charities | Fewer than 5 | $911,637 | 0.1% |
Filing source
Form ADV 2103499 · May 29, 2026 · 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: May 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
22730 FAIRVIEW CENTER DR, SUITE# 150FAIRVIEW PARK, OH, 44126, United States
CRD 297122
Filing source
Form ADV 2103499 · May 29, 2026 · 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.