BIRDROCK WEALTH

9433 Bee Cave Rd
Bldg 2, Suite 203
Austin, Texas 78733
Tel: 512-236-0071

About BIRDROCK WEALTH

BIRDROCK WEALTH, formally registered with the SEC as BIRDROCK WEALTH. The firm was established in 05/12/2006. They have over 1 offices throughout the country.

BIRDROCK WEALTH is a Austin, Texas based Financial Planning firm with nearly $129,068,051 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138872
SEC#	801-66711
Assets Managed by Firm	$129,068,051
No. of Clients	420
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	420	$129,068,051
Individuals (other than high net worth individuals)	174	$35,076,897
High net worth individuals	28	$90,056,643
Pension and profit sharing plans	1	$945,236
Other investment advisers	2	$692,454

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