RIA Intel›Advisers›Iowa›ROCKWAY WEALTH PARTNERS

ROCKWAY WEALTH PARTNERS

Advisory

URBANDALE, IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$248K

across 107 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

107 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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