RCK Wealth Advisory LLC

Overview

RCK Wealth Advisory LLC is an independent, owner-operated registered investment advisor that positions itself as a capital allocator for individual, family and smaller institutional clients. The firm provides fee-based financial planning and discretionary portfolio management, and it selects third‑party managers when a client’s needs call for specialized expertise. Its advisory approach leans toward pooled public vehicles — primarily mutual funds — supplemented by allocations to external real estate managers. RCK Wealth charges either a percentage of assets under management or fixed fees, and it does not identify itself as an active ESG investor or a pension consultant. The firm’s operating scale and service footprint point to a boutique practice: a single-office organization with direct custodial connectivity and hands-on client relationships. That structure supports a model focused on model portfolios or wrap-style solutions built from mutual funds and externally managed alternative real estate exposure rather than heavy in-house security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices