Rockport Wealth Advisors
Rockport Wealth Advisors is an SEC-registered mass-market adviser in Fairview Park, OH with $676.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Rockport Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297122, SEC 801-126796, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $676.4M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Fairview Park, OH
- Employees
- 15
- Clients
- 1,623
- CRD
- 297122
- Ownership
- STALNAKER, ADAM, RICHARD; KOVACH, JOSEPH, JOHN; JJK FINANCIAL, INC.; ARS CAPITAL, INC.; DICKINSON, CHARLES, DAVID
How much AUM does Rockport Wealth Advisors have?
Rockport Wealth Advisors reported $676.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Rockport Wealth Advisors?
Disclosed owners and executives of Rockport Wealth Advisors include STALNAKER, ADAM, RICHARD, KOVACH, JOSEPH, JOHN, JJK FINANCIAL, INC., ARS CAPITAL, INC., DICKINSON, CHARLES, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.