Investment adviser · CRD 339856
ROCKWALL WEALTH MANAGEMENT
Investment adviser filing (IA)
ROCKWALL WEALTH MANAGEMENT INC
ROCKWALL, TX, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $305M Form ADV · Item 5.F
- Client accounts
- 1,273 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Individuals | 487 | $216,193,016 | 70.8% |
| High-net-worth individuals | 125 | $89,266,931 | 29.2% |
Filing source
Form ADV 2113005 · Jun 15, 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: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
301 N GOLIADROCKWALL, TX, 75087, United States
CRD 339856
Filing source
Form ADV 2113005 · Jun 15, 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.