Greenrock Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,681,650
Total clients
101
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
101
Average account size
$432,492
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
Expertise
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
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Quick links
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