Rockwall Wealth Management Inc
● SEC registered since 2026CRD 339856SEC# 801-135636Rockwall, TX
Reg. AUM
$305.5M
Employees
4
Accounts
1,273
Location
Rockwall, TX
Rockwall Wealth Management Inc assets under management
Rockwall Wealth Management Inc is an SEC-registered investment adviser based in Rockwall, TX. The firm has been registered since 2026. It reports $305.5 million in regulatory assets under management and employs 4 people.
Rockwall Wealth Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Paul Dirkse Control | Owner, Ceo, And Cco | Over 75% | 2026 |
Frequently asked questions
How much does Rockwall Wealth Management Inc manage?
Rockwall Wealth Management Inc reports $305.5 million in regulatory assets under management on its Form ADV.
How many employees does Rockwall Wealth Management Inc have?
Rockwall Wealth Management Inc reports 4 employees.
Where is Rockwall Wealth Management Inc located?
Rockwall Wealth Management Inc is based in Rockwall, TX and has been SEC-registered since 2026.
Does Rockwall Wealth Management Inc disclose fund performance?
Rockwall Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 N Goliad, Rockwall, TX 75087 |
| Phone | 972-771-1472 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$305.5Mregulatory AUM
Discretionary $305.5M