Rooks Wealth Advisors, LLC

Overview

Rooks Wealth Advisors, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual owner. The firm serves both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are a mix of percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices