Greenrock Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,451,030
Clients
101
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
101
Very HighAverage account size
$410,406
About
GreenRock Wealth Management serves primarily individual clients and also accepts corporations and small-business retirement plans, including employer plan and pension/profit-sharing relationships. The firm provides ongoing discretionary portfolio management and tiered financial planning on a subscription basis, and it can coordinate non-investment implementation (estate, tax, insurance) through third‑party partnerships and affiliated entities.
The firm’s investment process emphasizes individualized asset allocation and discretionary management based on each client’s goals, risk tolerance and time horizon, with a primary use of mutual funds and periodic, personalized reviews. GreenRock also offers Separately Managed Accounts through a sub‑advisory agreement with Dimensional Fund Advisors and typically directs clients to a third‑party custodian for account custody and trade execution.
GreenRock’s brochure discloses several features that are uncommon for similarly sized independent advisers: it uses endorsements, testimonials and promotional offers in its marketing, and it is affiliated with an insurance business (GreenRock Advisory) that earns commissions on insurance sales. The firm also notes that investment management is included within certain financial planning subscriptions, it serves employer retirement plans, and it does not provide written reports, each of which distinguishes its service model from many solo practitioners.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.30% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Fee-only: $100 - $9,000 annually on a flat fee, subscription basis depending on planning needs
Main office location
Greenrock Wealth Management, LLC
2249 Wealthy St. Se, Suite 217
East Grand Rapids MI 49506-3052, United States
Number of offices
1
Most active in
Greenrock Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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