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Rooks Wealth Advisors
Rooks Wealth Advisors, LLC is a state-registered investment adviser in Chattanooga, TN. The firm manages $60 million in assets, $48 million on a...
Overview
Rooks Wealth Advisors, LLC is a state-registered investment adviser in Chattanooga, TN. The firm manages $60 million in assets, $48 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Rooks Wealth Advisors?
Rooks Wealth Advisors does not publicly name any investment principals, portfolio managers, or executive leadership on its registered disclosures or online presence. The firm's investment process is opaque to outside observers.
What investment approach does Rooks Wealth Advisors use?
The firm specializes in direct indexing — constructing separately managed accounts that track broad equity indices while harvesting tax losses at the individual stock level. This method allows clients to manage concentrated stock positions with minimized capital gains.
What investment stages does Rooks Wealth Advisors target?
Rooks Wealth Advisors does not target venture or growth stages; its direct-indexing platform focuses on publicly traded equities, with no private market activity disclosed.
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