Roka Wealth Strategists, LLC (Roswell)

Name: Roka Wealth Strategists, LLC
Address: 1901 Macy Drive, Roswell, GA, 30076
Telephone: 770-817-0412

Roka Wealth Strategists, LLC is an adviser based in Roswell. It manages $48.28 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Georgia.

Roka Wealth Strategists provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roka Wealth Strategists: assets under management

The assets under management (AUM) of Roka Wealth Strategists, LLC is $48.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roka Wealth Strategists, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Roka Wealth Strategists, LLC

Kari M March has been acting as President since 1 Jun 2006. Roger Allan Roemmich joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kari M March	President/member/chief compliance officer	1 Jun 2006	75% - 100%	4021533
Roger Allan Roemmich	Principal	1 Jun 2006	Other	1293322

Based in Roswell

The principal office where Roka Wealth Strategists, LLC performs its advisory services is located at 1901 Macy Drive, Roswell, GA 30076, which is also the mailing address of the firm. An additional office of the firm is in Bogart, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-817-0412 or by fax 770 817-0419. The normal business hours are 9:00 - 5:00 est on Monday - Friday. You can find more information about the New York firm at www.rokawealthstrategists.com.