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ROSEROCK WEALTH MANAGEMENT, LLC
5950 Sherry Lane
Suite 201
Dallas, Texas 75225
Tel: (214) 220-8989
About ROSEROCK WEALTH MANAGEMENT, LLC
ROSEROCK WEALTH MANAGEMENT, LLC, formally registered with the SEC as ROSEROCK WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2021. They have over 1 offices throughout the country.
ROSEROCK WEALTH MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $215,200,000 assets under management, offering retirement planning & investment advisory services to 427 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288088 |
| SEC# | 801-120698 |
| Assets Managed by Firm | $215,200,000 |
| No. of Clients | 427 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 427 | $215,200,000 |
| Individuals (other than high net worth individuals) | 20 | $8,000,000 |
| High net worth individuals | 52 | $196,000,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,200,000 |
| Charitable organizations | Fewer than 5 clients | $3,000,000 |
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