ROCKPORT WEALTH, LLC

ROCKPORT WEALTH ADVISORS
FAIRVIEW PARK, Ohio·2 registered advisors·CRD# 297122
SEC# 801-1267965(216) 226-4560
01

Firm Overview

AUM
$514M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROCKPORT WEALTH, LLC

2 registered advisors
Adam Richard Stalnaker
FAIRVIEW PARK, Ohio
Joseph John Kovach
FAIRVIEW PARK, Ohio
05

Office Locations

FAIRVIEW PARK, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. ROCKPORT WEALTH, LLC (CRD# 297122) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.