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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2021
- Office Locations
- 2
Office Locations
About Rockway Wealth Partners
RockWay Wealth Partners is an independent Iowa-based fiduciary advisor serving business owners, nonprofits, and individuals with retirement plan consulting and private wealth management. The team emphasizes objective, education-led guidance and coordinated planning with clients’ other professionals. Portfolios lean heavily on ETFs, supported by specialized retirement plan expertise (CPFA/C(k)P). Custody available via LPL Financial.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
BRIAN MATTHEW THOMPSON
Chief Compliance Officer, Managing Member, President
- CRD
- #5068217
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN JAMES MCGUIRE
Financial Advisor
- CRD
- #2690404
Jayden kyle Moore
Wealth Management Advisor
- CRD
- #7065468
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,573,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,573,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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