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Rockport Wealth, LLC

● SEC registered since 2022CRD 297122SEC# 801-126796Fairview Park, OH
Export (members)
Reg. AUM
$568.7M
Employees
15
Accounts
2,748
Location
Fairview Park, OH

Rockport Wealth, LLC assets under management

Rockport Wealth, LLC operates as an SEC-registered investment adviser based in Fairview Park, OH. The firm has been registered since 2022. It reports $568.7 million in regulatory assets under management and employs 15 people.
www.jarnoldwealth.comView on SEC.gov ↗

Rockport Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Adam Richard Stalnaker ControlManaging MemberUnder 5%2018
Ars Capital, Inc. ControlOwner50-75%2019
Charles David DickinsonChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Rockport Wealth, LLC manage?

Rockport Wealth, LLC reports $568.7 million in regulatory assets under management on its Form ADV.

How many employees does Rockport Wealth, LLC have?

Rockport Wealth, LLC reports 15 employees.

Where is Rockport Wealth, LLC located?

Rockport Wealth, LLC is based in Fairview Park, OH and has been SEC-registered since 2022.

Does Rockport Wealth, LLC disclose fund performance?

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

Contact & registration

Address22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126
Phone(216) 226-4560
Fax(216) 226-4570
Office hours8;00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$568.7M
Non-discretionary$0
Total (RAUM)$568.7M