Investment adviser · CRD 143560

ROKA WEALTH STRATEGISTS

Investment adviser filing (IA)

ROKA WEALTH STRATEGISTS, LLC

ROSWELL, GA, United States · Form ADV filed Apr 20, 2012

Regulatory AUM
$48.3M
Form ADV · Item 5.F
Client accounts
321
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Apr 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1901 MACY DRIVE
ROSWELL, GA, 30076, United States

CRD 143560

Filing source

Form ADV 642092 · Apr 20, 2012 · 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.