# Rockwall Wealth Management: new SEC registration, $305M AUM, Rockwall, TX

**Score:** 40/100

| Field | Value |
|---|---|
| Firm | Rockwall Wealth Management |
| Legal name | Rockwall Wealth Management INC |
| CRD | 339856 |
| Status | Approved |
| Registered with the SEC | 2026-03-20 |
| Latest Form ADV filing | 2026-06-15 |
| Location | Rockwall, TX, United States |
| Regulatory AUM | $305,459,947 |
| Accounts | 1273 |
| Employees | 4 |

## Why this score
- $305M under management.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339856). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.