CRD: 310735
Rockwall Wealth Advisors
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2020
- Office Locations
- 1
Office Locations
About Rockwall Wealth Advisors
Rockwall Wealth Advisors is an independent, fee-only RIA providing fiduciary financial planning and investment management for high net worth/ultra high net worth individuals, families, and business owners. The firm emphasizes transparent, goal-based planning that drives disciplined, research-based portfolio construction and diversification. Clients get a personalized planning dashboard via RightCapital, and the firm has been voted Best Financial Advisor four years running.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GERALD WAYNE HENDRIK
Chief Compliance Officer, FOUNDER, LEAD ADVISOR
- CRD
- #5971377
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,012,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,012,428 | -- |
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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 |
| Total | Available | Available |
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