Insights

Niche Retirement Focus Target audience consists of retirees or near-retirees seeking comprehensive retirement planning, presenting opportunities for cross-sell of tax optimization, Social Security strategies, and insurance for medical costs.

Boutique Scale Advantage Small team size suggests personalized service and potential for high-touch advisory packages, while showing room to upsell digital tools, expanded planning services, and scalable client onboarding.

Tech Enablement Existing tech stack including Google Ads, ActiveCampaign, and WordPress indicates readiness for digital marketing, lead nurture campaigns, and process automation to acquire and convert high-intent retirees.

Growth Through Partnerships Revenue range and client focus imply opportunities to partner with larger RIAs, insurance providers, or financial platforms for referrals, co-branding, and white-label retirement planning solutions.

Competitive Positioning Positioning as a comprehensive stewardship-focused retirement advisor differentiates from transactional firms; leverage messaging to capture clients seeking holistic, long-term wealth and legacy planning.

Similar companies to Redrock Wealth Management, LLC

Redrock Wealth Management, LLC Tech Stack

Redrock Wealth Management, LLC uses 8 technology products and services including Google Ads, WordPress, Microsoft 365, and more. Explore Redrock Wealth Management, LLC's tech stack below.

Redrock Wealth Management, LLC's Email Address Formats

Redrock Wealth Management, LLC uses at least 1 email format:
Redrock Wealth Management, LLC Email FormatsExamplePercentage
First@redrockwealth.comJohn@redrockwealth.com
100%

Frequently Asked Questions

What is Redrock Wealth Management, LLC's phone number?

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You can contact Redrock Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Redrock Wealth Management, LLC's official website and social media links?

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Redrock Wealth Management, LLC's official website is redrockwealth.com and has social profiles on LinkedIn.

How much revenue does Redrock Wealth Management, LLC generate?

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As of July 2026, Redrock Wealth Management, LLC's annual revenue is estimated to be $1M - $10M.

What is Redrock Wealth Management, LLC's NAICS code?

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Redrock Wealth Management, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Redrock Wealth Management, LLC have currently?

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As of July 2026, Redrock Wealth Management, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Team Lead Portfolio Manager: J. L. Explore Redrock Wealth Management, LLC's employee directory with LeadIQ.

What industry does Redrock Wealth Management, LLC belong to?

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Redrock Wealth Management, LLC operates in the Financial Services industry.

What technology does Redrock Wealth Management, LLC use?

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Redrock Wealth Management, LLC's tech stack includes Google Ads, WordPress, Microsoft 365, Google Cloud, ActiveCampaign, WP Engine, Cloudflare Bot Management and Gravity Forms.

What is Redrock Wealth Management, LLC's email format?

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Redrock Wealth Management, LLC's email format typically follows the pattern of First@redrockwealth.com. Find more Redrock Wealth Management, LLC email formats with LeadIQ.

When was Redrock Wealth Management, LLC founded?

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Redrock Wealth Management, LLC was founded in 2005.
Redrock Wealth Management, LLC logo

Redrock Wealth Management, LLC

Financial ServicesNevada, United States2-10 Employees

Redrock Wealth Management, LLC operates in the financial services sector, offering retirement-focused planning and wealth coordination services. Based in Las Vegas, Nevada, the firm emphasizes helping clients balance spending with quality of life, designing comprehensive retirement plans aimed at maximizing retirement efficiency and longevity of assets. Its typical clients are retirees or individuals nearing retirement who seek guidance on Social Security timing, tax-efficient asset withdrawals, late-life insurance needs, Roth conversions, and contingency strategies such as reverse mortgages. The company positions itself as a steward of clients’ financial futures, providing ongoing planning, monitoring, and coordination of wealth for those already retired or approaching retirement. The firm is small in size and operates from a Las Vegas location, focusing on personalized retirement transition and ongoing wealth management. A recent development note includes continued client-focused planning services and a strategic emphasis on cohesive, end-to-end retirement management.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Redrock Wealth Management, LLC's revenue is estimated to be in the range of $1M - $10M

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