ROCKPORT WEALTH, LLC
Legal name: ROCKPORT WEALTH ADVISORS
CRD #297122 SEC #801-126796 FAIRVIEW PARK, OH (216) 226-4560
SEC Registered
Total AUM
$568.7M
Discretionary
$568.7M
Employees
15
Clients
1
Accounts
2,748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $568.7M | $568.7M | $0 | 15 | 6 |
| Mar 2025 | $568.7M | $568.7M | $0 | 15 | 6 |
| Sep 2024 | $513.7M | $513.7M | $0 | 15 | 6 |
| Sep 2024 | $513.7M | $513.7M | $0 | 9 | 6 |
| Sep 2024 | $143.7M | $143.7M | $0 | 9 | 6 |
| Aug 2024 | $143.7M | $143.7M | $0 | 9 | 6 |
| Mar 2024 | $143.7M | $143.7M | $0 | 9 | 6 |
| Feb 2024 | $123M | $123M | $0 | 9 | 6 |
| Feb 2024 | $123M | $123M | $0 | 9 | 6 |
| Jan 2024 | $123M | $123M | $0 | 7 | 6 |
| Jan 2024 | $123M | $123M | $0 | 7 | 6 |
| Dec 2023 | $123M | $123M | $0 | 7 | 6 |
| Dec 2023 | $123M | $123M | $0 | 7 | 6 |
| Mar 2023 | $123M | $123M | $0 | 6 | 6 |
| Mar 2023 | $104M | $104M | $0 | 6 | 3 |
| Feb 2023 | $104M | $104M | $0 | 6 | 3 |
| Nov 2022 | $104M | $104M | $0 | 6 | 3 |
| Sep 2022 | $104M | $104M | $0 | 6 | 3 |
DateOct 2025
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees15
Clients6
DateMar 2025
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees15
Clients6
DateSep 2024
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees15
Clients6
DateSep 2024
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees9
Clients6
DateSep 2024
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees9
Clients6
DateAug 2024
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees9
Clients6
DateMar 2024
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees9
Clients6
DateFeb 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees9
Clients6
DateFeb 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees9
Clients6
DateJan 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees7
Clients6
DateJan 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees7
Clients6
DateDec 2023
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees7
Clients6
DateDec 2023
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees7
Clients6
DateMar 2023
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees6
Clients6
DateMar 2023
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients3
DateFeb 2023
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients3
DateNov 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients3
DateSep 2022
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients3