Rockway Wealth Partners

Overview

Rockway Wealth Partners is a state registered investment adviser based in Urbandale, IA, registered since 2021. It reports $26.6M in assets under management across 107 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$26.6M

Discretionary

100%

Accounts

107

Average account

$248K

Employees

6

Advisory reps

4

Registered since

2021

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Brian Matthew Thompson Managing Member, Chief Compliance Officer CRD 5068217

Advisory reps 3 of 4

• Kevin James Mcguire Investment Adviser Rep CRD 2690404
• Jayden kyle Moore Insurance Agent · Investment Adviser Rep CRD 7065468
• James Daniel Strege Jr. Investment Adviser Rep CRD 8167221

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

15214 Ridgemont Dr
Urbandale, IA 50323

County

Dallas

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: rockwaywealth.com

Every state, with registration dates

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