GREENROCK WEALTH MANAGEMENT, LLC

Overview

Greenrock Wealth Management, LLC is organized as a limited liability company and functions as an independent registered investment adviser serving individual and family clients. The firm bills clients through a mix of percentage-of-AUM and fixed-fee arrangements and focuses its advisory practice on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. An insurance company is noted among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices