Rockwall Wealth Management, Inc.

EST. AUM
$305,459,947

CONTACTS

CLIENT ACCOUNTS
1,273

Firm Details

Metro area Dallas
CRD Number 339856
Website n
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Overview

Rockwall Wealth Management, Inc. is a Rockwall, Texas-based registered investment adviser (RIA) that specializes in personalized wealth management, financial planning, and asset allocation services. The firm manages both discretionary and non-discretionary portfolios for individual and institutional clients, utilizing low-cost ETFs, mutual funds, municipal securities, and specialized model portfolios tailored to various risk tolerances and time horizons.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rockwall Wealth Management, Inc.

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