R
$60.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
412 Georgia Avenue, Suite 236 Chattanooga TN
About Rooks Wealth Advisors, LLC
Rooks Wealth Advisors, LLC is a Chattanooga-based RIA. The firm has been operating for 4 years. Managing $60.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock.
Team overview
-- AVG AGE
$30.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
B
BRADLEY CLAY ROOKS
Chief Compliance Officer, Managing Partner
- CRD
- #5882475
- Ownership
- 75% or more
Available
Available
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W
William Andrew White
--
- CRD
- #7963847
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $60,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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