ROCKWALL WEALTH ADVISORS

Overview

Rockwall Wealth Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families with discretionary portfolio management and financial planning, and it also offers selection-of-other-advisers services — signaling that it blends in-house management with outsourced or subadvised solutions when appropriate. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which suits both ongoing portfolio relationships and project-based planning work. Investment activity centers on pooled public vehicles rather than direct-stock-led strategies. The firm is not an active ESG investor and does not report multi-state advisory registration, so its client base and operations appear regionally focused. As a capital allocator, Rockwall Wealth Advisors emphasizes manager selection and construction of diversified portfolios using third-party fund managers and model solutions where it makes sense for client goals.

Assets & Accounts

Public Holdings

Location & Offices