BLUEROCK WEALTH MANAGEMENT, LLC
CRD #305670 SEC #801-117447 ALPHARETTA, GA 678-527-2800
SEC Registered
Total AUM
$576.2M
Discretionary
$576.2M
Employees
9
Clients
251
Accounts
1,633
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, LESLEY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jul 8, 2021 REGISTERED
Notice Filings (5)
CA FL GA TN TX
Address
3650 MANSELL ROAD, SUITE 400ALPHARETTA, GA 30022
United States
Phone: 678-527-2800