# ROOK STRATEGIES WEALTH MANAGEMENT, PLLC

ROOK STRATEGIES WEALTH MANAGEMENT, PLLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 316901
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316901

## About

Rook Strategies Wealth Management, PLLC is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who leads Rook Strategies Wealth Management?

The firm does not publicly name its leadership. No principal or executive team is listed on any accessible platform.

### What is the investment strategy of Rook Strategies?

Rook Strategies does not disclose its investment approach, asset-class mix, or target sectors. The firm's strategy is not described in public records.

### How much does Rook Strategies manage in assets?

The firm does not report AUM publicly. No regulatory filing, press release, or marketing material provides this figure.

### Where is Rook Strategies headquartered?

The firm's registered location is in the United States, but a specific city or street address is not available in public sources.

### Does Rook Strategies engage in direct investments?

No public information describes the firm making direct investments in companies, real estate, or other assets. Its activities appear limited to traditional wealth management advisory.

### What is the legal structure of Rook Strategies?

Rook Strategies Wealth Management is organized as a professional limited liability company (PLLC), a structure common among licensed professionals that provides liability protection.

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Last updated: 2026-06-03T20:00:00.000Z

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