Red Rock Wealth Management LLC is a large advisory firm based in Las Vegas. It manages $42 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Nevada.
Red Rock Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Red Rock Wealth Management LLC is $42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $677.42 thousand each.
The advisory firm has several streams of revenue. Clients pay Red Rock Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Red Rock Wealth Management LLC performs its advisory services is located at 9480 S. Eastern Ave., Las Vegas, NV 89123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 702-987-1607 or by fax 866-850-0922. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.redrockwealth.com.
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