HIGHROCKS WEALTH, LLC

Overview

Highrocks Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator, steering client capital into third‑party managers as well as direct investment vehicles. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements are flexible and include asset‑based fees, hourly charges, fixed fees and other fee types. Investment activity is concentrated: the firm reports a heavy allocation to private funds and uses external alternative managers — notably hedge funds and real estate managers — alongside traditional mutual funds. Most client mandates at Highrocks Wealth are managed on a non‑discretionary basis and custody is consolidated at a single major custodian.

Assets & Accounts

Investments & Alternatives

Location & Offices