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Rockwall Wealth Management Inc

● SEC registered since 2026CRD 339856SEC# 801-135636Rockwall, TX
Export (members)
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.
View on SEC.gov ↗

Rockwall Wealth Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Richard Paul Dirkse ControlOwner, Ceo, And CcoOver 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

Address301 N Goliad, Rockwall, TX 75087
Phone972-771-1472
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$305.5M
Non-discretionary$0
Total (RAUM)$305.5M