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Blue Rock Wealth Management, LLC

● SEC registered since 2001CRD 114471SEC# 801-60460Winston Salem, NC
Export (members)
Reg. AUM
$414.2M
Employees
6
Accounts
1,471
Location
Winston Salem, NC

Blue Rock Wealth Management, LLC assets under management

Blue Rock Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Winston Salem, NC. The firm has been registered since 2001. It reports $414.2 million in regulatory assets under management and employs 6 people.
www.threemagnoliasfinancialadvisors.comView on SEC.gov ↗

Blue Rock Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Wingler Johnson ControlMemberOver 75%2009
Wesley Robert ReedChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Blue Rock Wealth Management, LLC manage?

Blue Rock Wealth Management, LLC reports $414.2 million in regulatory assets under management on its Form ADV.

How many employees does Blue Rock Wealth Management, LLC have?

Blue Rock Wealth Management, LLC reports 6 employees.

Where is Blue Rock Wealth Management, LLC located?

Blue Rock Wealth Management, LLC is based in Winston Salem, NC and has been SEC-registered since 2001.

Does Blue Rock Wealth Management, LLC disclose fund performance?

Blue Rock Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Oakwood Drive, Suite 480, Winston Salem, NC 27103
Phone336-701-1600
Fax(336) 701-0554
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$371.2M
Non-discretionary$43M
Total (RAUM)$414.2M