R
$305.5M Total AUM
$305.5M Disc. AUM
-- 3Y CAGR
4 Employees
612 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2026
- Office Locations
- 1
Office Locations
301 N Goliad Rockwall TX
About Rockwall Wealth Management
Rockwall Wealth Management is a Rockwall-based RIA. The firm has been operating for 0 years. Managing $305.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
28 AVG AGE
$76.4M AVG AUM / ADVISOR
$499.1K AVG AUM / CLIENT
0.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD PAUL DIRKSE
President
- CRD
- #1676153
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JACE RAY HART
--
- CRD
- #6817425
Available
Available
Available
Renee Elizabeth Dirkse Sneed
Certified Financial Planner®
- CRD
- #7253539
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,459,947 | $239,953 |
| Non-Discretionary | $0 | -- |
| Total | $305,459,947 | $239,953 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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