Bluerock Wealth Management LLC

Bluerock Wealth Management LLC

Financial Services 3650 Mansell Rd 10 employees
Employees
10
Contacts
1
Emails
1
bluerockwealth.com LinkedIn

Bluerock Wealth Management LLC Overview

Headquarters
3650 Mansell Rd
Website
bluerockwealth.com
Industry
Financial Services
Employees
10
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Wealth Management Financial Planning Tax Consulting Investment Planning

About Bluerock Wealth Management LLC

Bluerock Wealth Management is an independent fiduciary fee-only firm. That means we work with you, delivering clear-sighted, thorough analysis to help you make the right decisions for your financial needs, goals, and risk tolerance. As a fiduciary, we are held to the standard of acting in your best interest at all times. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. Hightower Advisors, LLC is a SEC registered investment adviser

Bluerock Wealth Management LLC Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage

Bluerock Wealth Management LLC Org Chart

Sample employees and titles
Name Title Contact
Robinson Mertilus, Cfp® Financial Planning - Wealth Management
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Lesley Murray Chief Operating Officer at Bluerock
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
Marketing 1 1 0

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