Redrock Wealth Management LLC is a large advisory firm based in Las Vegas. It manages $123.6 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Nevada and Texas.
Redrock Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Redrock Wealth Management LLC is $123.6 million. The firm's AUM has grown by 181% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Redrock Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Redrock Wealth Management is high net worth individuals with 38 clients and $62.3 million of assets under management. Among the 12 most similar advisory firms, Redrock Wealth Management has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $123.6 million for 177 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Redrock Wealth Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Redrock Wealth Management LLC performs its advisory services is located at 9484 W Flamingo Rd. #205, Las Vegas, NV 89147, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 702-987-1607 or by fax 866-850-0922. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at finacuity.com and its LinkedIn profile.