R
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2023
- Office Locations
- 1
Office Locations
-- Souderton PA
About RCK Wealth Advisory LLC
RCK Wealth Advisory LLC is a Souderton-based RIA. The firm has been operating for 2 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$595.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
GUENTER MICHAEL WESCH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5022643
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,971,613 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,971,613 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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