Dakota
Dakota
Book a Demo
Talk to an Expert

RockWay Wealth Partners

EST. AUM
$26,573,000

CONTACTS

CLIENT ACCOUNTS
107

Firm Details

Metro area Des Moines
CRD Number 315419
Website rockwaywealth.com
Client types

Overview

RockWay Wealth Partners is an independent Registered Investment Adviser that provides fiduciary wealth management, retirement plan consulting, investment management, and comprehensive financial planning. The firm works with individuals, business owners, nonprofit organizations, and retirement plans, emphasizing objective advice, collaborative planning, and long-term financial stewardship.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy