BirdRock Wealth
Financial Services
9433 Bee Cave Road
4 employees
- Employees
- 4
BirdRock Wealth Overview
- Headquarters
- 9433 Bee Cave Road
- Website
- www.birdrockwealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2006
- Funding
- 2023.
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About BirdRock Wealth
BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.
BirdRock Wealth Contact Details
- People in AeroLeads
- 2
BirdRock Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jack Schlitt | Undergrad Business Student at the U of R, Football Player at the U of R |
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|
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| Laura Ivette Baños Lugo | Client Service Specialist Birdrock Wealth | Austin, Texas, United States |
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|
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