Overview
Assets Under Management: $121 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 36
Average Client Assets: $2.0 million
Frequently Asked Questions
REDROCK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134562), REDROCK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
REDROCK WEALTH MANAGEMENT, LLC is headquartered in LAS VEGAS, NV.
REDROCK WEALTH MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated January 19, 2018. View client details ↓
According to their SEC Form ADV, REDROCK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
REDROCK WEALTH MANAGEMENT, LLC manages $121 million in client assets according to their SEC filing dated January 19, 2018.
According to their SEC Form ADV, REDROCK WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.48%
Average Client Assets: $2.0 million
Total Client Accounts: 421
Discretionary Accounts: 415
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 134562
Filing ID: 1166605
Last Filing Date: 2018-01-19 21:58:00