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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2015
- Office Locations
- 1
Office Locations
About Rock Steady Wealth, Inc.
Rock Steady Wealth, Inc. is a Richmond, VA fiduciary RIA providing concierge investment management for individuals, families, businesses, trusts, foundations and nonprofits, including retirement accounts and guidance on major financial decisions. Portfolios emphasize diversified allocations using ETFs and other public funds, with support for clients interested in cryptocurrency/digital assets. Offers a risk-number assessment and 15-minute intro call.
Team overview
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Platform
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Owner & Executives
ALEXANDER CASAS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Owner
- CRD
- #6221563
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,589,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,589,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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