ROKA WEALTH STRATEGISTS, LLC
Legal name: ROKA WEALTH STRATEGISTS
CRD #143560 SEC #801-67915 ROSWELL, GA 770-817-0412
SEC Registered
Total AUM
$48.3M
Discretionary
$48.3M
Employees
1
Clients
1
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $48.3M | $48.3M | $0 | 1 | 200 |
| Mar 2012 | $48.3M | $48.3M | $0 | 1 | 200 |
| Mar 2011 | $44.3M | $44.3M | $0 | 5 | -- |
| Dec 2010 | $32.3M | $32.3M | $0 | 5 | -- |
| Mar 2009 | $25.1M | $25.1M | $0 | 10 | -- |
| Nov 2007 | $29.9M | $29.9M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2012
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$44.3M
Discretionary$44.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--