Rockport Wealth, LLC
● SEC registered since 2022CRD 297122SEC# 801-126796Fairview Park, OH
Reg. AUM
$676.4M
Employees
15
Accounts
3,004
Location
Fairview Park, OH
Rockport Wealth, LLC assets under management
Rockport Wealth, LLC operates as an SEC-registered investment adviser based in Fairview Park, OH. The firm has been registered since 2022. It reports $676.4 million in regulatory assets under management and employs 15 people.
Rockport Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Richard Stalnaker Control | Managing Member | Under 5% | 2018 |
| Ars Capital, Inc. Control | Owner | 50-75% | 2019 |
| Jjk Financial, Inc. Control | Owner | 50-75% | 2019 |
| Joseph John Kovach Control | Member | Under 5% | 2018 |
| Thomas Valentine David Control | Senior Wealth Advisor And Chief Compliance Officer | Under 5% | 2025 |
| Adam Richard Stalnaker Control | Owner | Over 75% | 2018 |
| Joseph John Kovach Control | Owner | Over 75% | 2012 |
Frequently asked questions
How much does Rockport Wealth, LLC manage?
Rockport Wealth, LLC reports $676.4 million in regulatory assets under management on its Form ADV.
How many employees does Rockport Wealth, LLC have?
Rockport Wealth, LLC reports 15 employees.
Where is Rockport Wealth, LLC located?
Rockport Wealth, LLC is based in Fairview Park, OH and has been SEC-registered since 2022.
Does Rockport Wealth, LLC disclose fund performance?
Rockport Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22730 Fairview Center Dr, Suite# 150, Fairview Park, OH 44126 |
| Phone | (216) 226-4560 |
| Fax | (216) 226-4570 |
| Office hours | 8;00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$676.4M▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$676.4Mregulatory AUM
Discretionary $676.4M