RIA Intel›Advisers›New Mexico›HIGHROCKS WEALTH, LLC

HIGHROCKS WEALTH, LLC

Advisory

SANTA FE, NM

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$232K
across 27 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$6M
Discretionary %
0%
Clients
12
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$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NM

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

WISE HOLDINGS INC.
$7M
MINDFUL INVESTMENT MANAGEMENT COMPANY
SANTA FE, NM
$7M
+11.8% 1Y
RETIREMENT AND INVESTMENT SOLUTIONS, LLC
$7M
THE TINY HOUSE ADVISER LLC
$7M
GOLDBERG, FRED
$5M
GRINSTEAD WEALTH MANAGEMENT, LLC
ALBUQUERQUE, NM
$7M

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