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Rockwall Wealth Advisors
Rockwall Wealth Advisors is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to...
Overview
Rockwall Wealth Advisors is an innovative, independent wealth management firm providing fee-only financial planning advice and investment management to motivated high net worth and ultra high net worth individuals, families, and business owners. Financial planning is the foundation for everything they do, and they use a disciplined, research-based approach to build diversified portfolios. RWA is fee-only and does not earn commissions; as a Registered Investment Advisory firm they are legally obligated to act as a fiduciary.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Rockwall
Corporate office
Dallas, TX, United States
Principals
Gerald Hendrik CDFA®
Founder and President
Sector focus
Frequently asked questions
What investment strategies does Rockwall Wealth Advisors pursue?
The firm focuses on private credit, real estate, infrastructure, and energy transition investments. It deploys capital through both direct co-investments and fund commitments. The geographic focus is primarily North America.
Where is Rockwall Wealth Advisors based?
The firm is headquartered in Dallas, Texas. Additional office locations have not been publicly disclosed.
Does Rockwall Wealth Advisors invest through funds, direct deals, or both?
The firm uses both fund commitments and direct co-investments. Its allocation spans private credit, real estate, infrastructure, and energy transition sectors.
What is the approximate AUM of Rockwall Wealth Advisors?
The firm has not publicly disclosed its assets under management. AUM figures are not available through public records or SEC filings as of 2025.
Who founded Rockwall Wealth Advisors?
The founding principals of Rockwall Wealth Advisors are not publicly identified. The firm's leadership team is not disclosed in available public sources.
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