CapRock Wealth Advisors

www.caprockwa.com

CapRock Wealth Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives. Our firm works directly with successful families, small and mid-sized business owners and executives in working toward financial independence through time-tested wealth management strategies. While following a fiduciary standard , we strive to put our clients' needs first, delivering personalized and comprehensive service and support. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with CapRock Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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CapRock Wealth Advisors was founded in 2012 with the goal of assisting our clients in every aspect of their financial lives. Our firm works directly with successful families, small and mid-sized business owners and executives in working toward financial independence through time-tested wealth management strategies. While following a fiduciary standard , we strive to put our clients' needs first, delivering personalized and comprehensive service and support. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with CapRock Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Country

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State

Texas

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City (Headquarters)

Fort Worth

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Employees

1-10

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President , Financial Planning and Investments

    Email ****** @****.com
    Phone (***) ****-****
  • President , Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Other

    Email ****** @****.com
    Phone (***) ****-****

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