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WATERROCK WEALTH MANAGEMENT
6565 Americas Parkway Ne
Ste 200
Albuquerque, New Mexico 87110
Tel: 505-831-6342
About WATERROCK WEALTH MANAGEMENT
WATERROCK WEALTH MANAGEMENT, formally registered with the SEC as WATERROCK WEALTH MANAGEMENT. The firm was established in 08/10/2023. They have over 4 offices throughout the country.
WATERROCK WEALTH MANAGEMENT is a Albuquerque, New Mexico based Financial Planning firm with nearly $113,231,308 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296462 |
| SEC# | 801-128547 |
| Assets Managed by Firm | $113,231,308 |
| No. of Clients | 236 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 236 | $113,231,308 |
| Individuals (other than high net worth individuals) | 221 | $86,231,308 |
| High net worth individuals | 15 | $27,000,000 |
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