Rockwall Wealth Management

Overview

Rockwall Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is listed as SEC-registered in 2026 and focuses on serving individual and family clients. Its advisory offerings emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services; however, the firm’s filing does not classify it as a pension consultant in regulatory terms. Fee arrangements include a blend of assets-under-management percentage fees plus hourly and fixed-fee options. The firm does not self-identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices