RIA Intel›Advisers›Michigan›GREENROCK WEALTH MANAGEMENT LLC

GREENROCK WEALTH MANAGEMENT LLC

Advisory

EAST GRAND RAPIDS, MI

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in MI
#520
of 521 advisers by AUM
Average account
$416K
across 105 accounts
AUM per adviser
$44M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$44M
Discretionary %
95%
Clients
101
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$44M
Discretionary AUM$42M
Non-Discretionary AUM$2M
Discretionary %95%
Total Clients101
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

VALLEY OAK INVESTMENT STRATEGIES LLC
KALAMAZOO, MI
$43M
WATERFORD FINANCIAL MANAGEMENT, LLC
FAIR HAVEN, MI
$44M
WORLD CAPITAL PARTNERS L.L.C.
BLOOMFIELD HILLS, MI
$44M
-63.2% 1Y
BELLEVUE FINANCIAL GROUP LLC
BRIDGMAN, MI
$43M
LONG LAKE CAPITAL MANAGEMENT, LLC
BIRMINGHAM, MI
$43M
MUNROS CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
$45M
-21.7% 1Y

Get the full picture on GREENROCK WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GREENROCK WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans