CRD: 275030
Greenrock Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- HarborFrontier
- Established Date
- 11-13-2015
- Office Locations
- 1
Office Locations
About Greenrock Wealth Management, LLC
GreenRock Wealth (GreenRock Wealth Management, LLC) is a Michigan-based, fully remote fiduciary RIA serving high-income households, including business owners and entrepreneurs. The firm provides 1:1 virtual financial planning, retirement planning, tax-aware strategies, portfolio construction, and insurance/risk management. Portfolios are implemented primarily with public funds and ETFs, with custody often at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUSTIN DAVID HALES
Chief Compliance Officer, Founder, President
- CRD
- #4796722
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,504,229 | -- |
| Non-Discretionary | $2,177,421 | -- |
| Total | $43,681,650 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $43,681,650
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,132,962,703 | 21.2% |
| Equity - Exchange | $1,688,755,728 | 31.6% |
| Cash | $609,234,661 | 11.4% |
| Derivatives | $1,913,210,603 | 35.8% |
| Total | $5,344,163,695 | 100.0% |