Rockwall Wealth Management

Overview

Rockwall Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm's FINTRX snapshot lists SEC registration in 2026 and identifies its primary clientele as individuals and families. Advisory services emphasized in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm bills using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Rockwall does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives