RIA IntelAdvisersPennsylvaniaRCK WEALTH ADVISORY LLC

RCK WEALTH ADVISORY LLC

Advisory

PA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in PA
#1,180
of 1,528 advisers by AUM
Average account
$257K
across 109 accounts
AUM per adviser
$28M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$28M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

PROVIDENCE INVESTMENT ADVISORS, LLC
PHILADELPHIA, PA
$28M
P.G. CORBIN ASSET MANAGEMENT
PHILADELPHIA, PA
$28M
-30.0% 1Y
KETWICH CAPITAL LLC
$28M
VIST CAPITAL MANAGEMENT,LLC
WYOMISSING, PA
$29M
-5.2% 1Y
BATTLEFIELD CAPITAL MANAGEMENT, LLC
KING OF PRUSSIA, PA
$27M
-20.3% 1Y
WARNER ASSET MANAGEMENT INC
CRANBERRY TWP, PA
$27M
-0.1% 1Y

Get the full picture on RCK WEALTH ADVISORY LLC

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

Create a free account →See plans