Rockwall Wealth Advisors

Overview

Rockwall Wealth Advisors is an independent, Texas-registered limited liability company that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Ownership is held by an individual principal and the firm identifies itself as a capital allocator, which implies active decision-making about where client assets are placed across external managers and products. Rockwall does not position itself as an ESG investor and is not structured as a multi-state adviser or pension consultant. The practice appears focused on traditional wealth-management services for private clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Location & Offices