RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 20, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANIPRINCIPALNA Control
ROEMMICH, ROGER, ALLANIPRINCIPALNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
ROEMMICH, ROGER, ALLANICHIEF ECONOMISTNA Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control
MARCH, KARI, MIPRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Apr 20, 2012 REGISTERED

Notice Filings (4)

FL GA IL NE

Address

1901 MACY DRIVE
ROSWELL, GA 30076
United States
Phone: 770-817-0412