ROOKS WEALTH ADVISORS, LLC

Overview

Rooks Wealth Advisors, LLC is an independent, privately owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, offering a mix of portfolio management and planning services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged through a combination of AUM-based percentages, hourly rates, and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives