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Rooks Wealth Advisors, LLC CRD 316013
$60.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
412 Georgia Avenue Suite, 236, Chattanooga, TN 37403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-09 |
| TN | RA | APPROVED | 2021-10-15 |
Branch Locations
412 Georgia Avenue, Suite 236, Chattanooga, TN 37403 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Rooks Wealth Management, Llc | Chattanooga | TN | 01/2016 | 07/2021 |
| Rooks Wealth Advisors | Chattanooga | TN | 07/2021 | Present |
| Rooks Wealth Advisors, Llc | Chattanooga | TN | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-30 |
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