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Building 2WATERROCK WEALTH MANAGEMENT

Map pinALBUQUERQUE, NM
Phone505-831-6342
NotebookSEC #801-128547
Total AUM
$153.7M
Employees
5
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6565 AMERICAS PARKWAY NE
STE 200
ALBUQUERQUE
NM 87110
United States
Operating Hours
8:00-4:00
Monday - Friday
Phone
505-831-6342
Other Offices
3

ReceiptFinancials

Total AUM
$153.7M
Accounts
290
Discretionary
$153.7M
Accounts
290
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
252
AUM
$31.4M
HNW Individual Clients
37
AUM
$122.1M
Charitable Organization Clients
1
AUM
$156.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONMTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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