ROKA WEALTH STRATEGISTS, LLC

ROKA WEALTH STRATEGISTS

ROSWELL, Georgia·2 registered advisors·CRD# 143560

SEC# 801-67915770-817-0412

01

Firm Overview

AUM

$48M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ROKA WEALTH STRATEGISTS, LLC

2 registered advisors

ROSWELL, Georgia

Roger Allan Roemmich

ROSWELL, Georgia

05

Office Locations

ROSWELL, Georgia

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Data sourced from SEC Form ADV filings. ROKA WEALTH STRATEGISTS, LLC (CRD# 143560) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.