CRD: 316901
Rook Strategies Wealth Management, Pllc
$5.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-22-2021
- Office Locations
- 1
Office Locations
-- Robstown TX
About Rook Strategies Wealth Management, Pllc
Rook Strategies Wealth Management, PLLC is a Texas-based retail RIA serving entrepreneurs with financial planning, investment planning, and portfolio construction, alongside insurance and tax planning support. Portfolios are primarily implemented with ETFs, custody at Charles Schwab, and the firm supports held-away asset management via Pontera.
Team overview
36 AVG AGE
$5.0M AVG AUM / ADVISOR
$151.5K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BENNY ANDREW YNFANTE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5627732
- 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 | $0 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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