What departments does Bluerock Wealth Management LLC have?

Bluerock Wealth Management LLC has employees across 1 departments including Operations.

What is the largest department at Bluerock Wealth Management LLC?

The largest department at Bluerock Wealth Management LLC is Operations with 1 employees.

Where are Bluerock Wealth Management LLC employees located globally?

Bluerock Wealth Management LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Bluerock Wealth Management LLC's team size changed over time?

Bluerock Wealth Management LLC's team has grown from approximately 9 to 13 employees based on available data.

Bluerock Wealth Management LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Bluerock Wealth Management LLC is a financial services firm that operates as an independent fiduciary, offering a comprehensive range of wealth management services including investing, financial planning, and tax mitigation. The firm emphasizes acting in clients’ best interests and provides analyses aimed at helping clients make informed decisions aligned with their goals and risk tolerance. Located in Alpharetta, Georgia, the company serves clients through a fee-only model and positions itself within the broader landscape of fiduciary, fee-based advisory practices. The team operates as a boutique firm with a focus on delivering thorough guidance across the spectrum of wealth management, from strategy and planning to tax considerations. The firm’s independent status and full-spectrum approach are geared toward supporting individuals seeking objective, comprehensive financial stewardship in the greater Atlanta area.

Bluerock Wealth Management LLC Global Highlights

North America
12

United States Of America
12

Oceania
1

Australia
1

Bluerock Wealth Management LLC's Leadership

R. C.
Ceo And Wealth Manager
Mobile Phone
Email
L. M.
Chief Operating Officer
Mobile Phone
Email
A. S.
Partner And Wealth Manager
Mobile Phone
Email
R. S. N.
Partner And Wealth Manager
Mobile Phone
Email
J. P.
Tax Director
Mobile Phone
Email
J. G.
Senior Wealth Manager
Mobile Phone
Email
R. M.
Senior Wealth Manager
Mobile Phone
Email
J. B.
Portfolio Manager
Mobile Phone
Email

Bluerock Wealth Management LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Other
Business

Contact profiles from Bluerock Wealth Management LLC

Name

Title

Contact

Location

Last Update

R. C.
Ceo And Wealth Manager
Mobile Phone
Email
United States, Georgia
Sep 25, 2025
A. S.
Partner And Wealth Manager
Mobile Phone
Email
United States, Georgia
Dec 31, 2025
L. M.
Chief Operating Officer
Mobile Phone
Email
United States
May 28, 2026
R. S. N.
Partner And Wealth Manager
Mobile Phone
Email
United States, Georgia
Sep 19, 2024
J. P.
Tax Director
Mobile Phone
Email
United States, Georgia
Jan 22, 2024
J. G.
Senior Wealth Manager
Mobile Phone
Email
United States, Georgia
Nov 14, 2025
R. M.
Senior Wealth Manager
Mobile Phone
Email
United States, Georgia
Apr 16, 2026
J. B.
Portfolio Manager
Mobile Phone
Email
United States, Georgia
Feb 05, 2025
K. U.
Client Service Associate
Mobile Phone
Email
United States, Georgia
Apr 14, 2026

Frequently Asked Questions

What is Bluerock Wealth Management LLC known for?

Bluerock Wealth Management LLC operates in the Financial Services industry. Explore Bluerock Wealth Management LLC's company overview page for more information.

What is Bluerock Wealth Management LLC's most common email format?

Bluerock Wealth Management LLC employees' email format typically follows the pattern of First@bluerockwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Bluerock Wealth Management LLC email formats with LeadIQ.

How many employees does Bluerock Wealth Management LLC have currently?

Bluerock Wealth Management LLC has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Bluerock Wealth Management LLC's key employees and leadership?

As of September 2026, Bluerock Wealth Management LLC's key employees include:

Ceo And Wealth Manager: R. C.
Chief Operating Officer: L. M.
Partner And Wealth Manager: A. S.
Partner And Wealth Manager: R. S. N.
Tax Director: J. P.

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Bluerock Wealth Management LLC Employee Directory

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