Rockwall Wealth Management
Rockwall Wealth Management is an SEC-registered mass-market adviser in Rockwall, TX with $305.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Rockwall Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339856, SEC 801-135636, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $305.5M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Rockwall, TX
- Employees
- 4
- Clients
- 612
- CRD
- 339856
- Ownership
- DIRKSE, RICHARD, PAUL
How much AUM does Rockwall Wealth Management have?
Rockwall Wealth Management reported $305.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Rockwall Wealth Management?
Disclosed owners and executives of Rockwall Wealth Management include DIRKSE, RICHARD, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.