Rockwall Wealth Advisors

Overview

Rockwall Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients—individuals and families—and offers a mix of financial planning and portfolio management for individuals and small businesses. It also acts as a capital allocator by selecting third‑party advisers and managers on clients’ behalf. The firm bills through a combination of asset‑based fees, hourly charges, and fixed fees. Its Form ADV indicates it does not position itself as an active ESG investor, and it is not listed as a multi‑state adviser, pension consultant, or related adviser. The ADV does not provide a stated year of SEC registration.

Assets & Accounts

Investments & Alternatives