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Rock House Financial
Rock House Financial is a bank / wealth / trust based in Farmington; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Rock House Financial
The Rock House Team offers wealth management services in Farmington, UT. Let us guide you toward attaining your financial goals. Schedule now!
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Farmington
Corporate office
630 North Main St, Farmington, UT 84025, United States
Principals
Bob Aamodt
Advisor
Nicole Roberts
Advisor
Zach Nelson
Advisor
Rhett Sorensen
Advisor
Max Hanks
Advisor
Antonio Montes De Oca
Advisor
Emily Aamodt
Client Service
Cody Thomas
Client Service
Sector focus
Frequently asked questions
Is Rock House Financial an independent firm or part of a larger organization?
Rock House Financial operates as a team within Wealth Enhancement Group, a large registered investment advisor that acquires and integrates local wealth management practices. The relationship is public: Rock House's website directs clients to Wealth Enhancement's client portal, and its team members are listed as Wealth Enhancement advisors in industry awards. The Farmington office retains its local branding while leveraging the parent company's centralized platform.
Who runs investment decisions at Rock House Financial?
The firm does not publicly identify a chief investment officer or an investment committee. The advisory team — including Bob Aamodt, Nicole Roberts, Zach Nelson, Rhett Sorensen, Max Hanks, and Antonio Montes De Oca — provides financial planning and wealth management advice. Given the Wealth Enhancement Group relationship, portfolio construction and asset-management decisions likely flow from the parent company's centralized investment team, though this is not specified on Rock House's own site.
Does Rock House Financial participate in direct deals, venture, or private equity?
There is no public evidence that Rock House Financial engages in direct investing, venture capital, or private equity. The firm's website frames its services entirely around financial planning, retirement guidance, and portfolio management for individuals and families in the Farmington area, suggesting a traditional planning-led, public-markets-oriented practice.
What is Rock House Financial's assets under management?
Rock House Financial does not disclose its assets under management. As a team within Wealth Enhancement Group — a firm that manages significant aggregate assets — individual practice-level AUM is not publicly broken out. No external publication or regulatory filing provides a standalone AUM figure for the Farmington team.
How is Rock House Financial related to Wealth Enhancement Group?
Rock House Financial is a local advisor team that has been acquired by or partnered with Wealth Enhancement Group, a national RIA aggregator. The website uses Wealth Enhancement branding, shares its award announcements, and directs existing clients to a Wealth Enhancement client login. The Farmington office operates under this umbrella while maintaining its own team identity and local client relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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