$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Prudential
- Clients
- Retail
- Platforms
- LegacyCrest
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
1925 Aspen Drive 200b Santa FE NM
About Highrocks Wealth, LLC
HighRocks Wealth, LLC is an independent, woman-owned, fee-only fiduciary firm in Santa Fe, NM, led by CFP®/GFP(USA) Mariah Sacoman. The firm delivers one-time financial planning and ongoing wealth management with portfolio management for clients with $250k+ to invest, with a niche in global-mobile professionals/expats and women building wealth. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$522.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta peak Pioneer vital Wave
Client Personas
Optima signal
Custodian
Atlas vertex Capital vector
Fund Managers
Focus
Investment Themes
Pathway vertex Frontier Quantum
Investment Vehicles
Value matrix
Platform
Matrix
Services
Crest Momentum Capital Foundation Value Ridge timber Legacy Unison
Technology
Vector harbor Crest harbor
Owner & Executives
Mariah Lee Sacoman
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5603409
- Ownership
- 75% or more
(510) 602-2628
bridge.oak@crestcapital.com
in linkedin.com/in/atlas-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,270,806 | -- |
| Total | $6,270,806 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,270,806
Private Funds:
10.9% Equity - Exchange:
29.9% Cash:
59.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $88,191,269 | 10.9% |
| Equity - Exchange | $241,919,169 | 29.9% |
| Cash | $478,983,772 | 59.2% |
| Total | $809,094,210 | 100.0% |