Waterrock Wealth Management
Waterrock Wealth Management is an SEC-registered mass-market adviser in Albuquerque, NM with $153.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Waterrock Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296462, SEC 801-128547, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $153.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Albuquerque, NM
- Employees
- 5
- Clients
- 290
- CRD
- 296462
- Ownership
- PRIEN, CHRISTOPHER, PAUL
How much AUM does Waterrock Wealth Management have?
Waterrock Wealth Management reported $153.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Waterrock Wealth Management?
Disclosed owners and executives of Waterrock Wealth Management include PRIEN, CHRISTOPHER, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.