Rockmoor Wealth Management

What Rockmoor Wealth Management does

Rockmoor Wealth Management is a privately held, for-profit wealth management practice founded in 2019 and headquartered in Nanaimo, British Columbia, Canada. Per the firmographic record, it offers personalized financial services and wealth management to both personal and corporate clients, suggesting a dual-track service model covering individual financial planning/portfolio advisory alongside corporate treasury or business-owner advisory work. The firm operates at very small scale, with 1-10 employees, and has no parent organization, subsidiaries, public listing, or disclosed investor base in the source material. The only external digital presence listed is its website at rockmoorwealth.com.

No information is available in the source data regarding the firm's core products, underlying technology platform, proprietary tools, or workflow architecture. The website itself, per the source scrape, renders only a "One moment, please... Loader Please wait while your request is being verified..." page, with no accessible content describing services, fee schedules, or investment approach. Consequently, the firm's revenue model, pricing mechanics (e.g., AUM-based fees, flat retainers, fee-only vs. commission), customer segments beyond the binary personal/corporate split, and distribution channels are not directly disclosed in the input.

Indirect signals place Rockmoor Wealth Management in the small independent advisor segment of the Canadian wealth management industry. There are no disclosed integrations, app, API, certifications/compliance items (such as CIRO or BCSC registrations), partnerships, awards, regulatory actions, M&A, leadership changes, funding rounds, or product launches in the source data. As a result, the analytical picture is dominated by what is absent: the public footprint is minimal, the digital surface is non-functional for content extraction, and no performance, scale, or governance signals are observable from the provided material.

Name

Rockmoor Wealth Management

Website

https://rockmoorwealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Rockmoor Wealth Management is a privately held Canadian wealth management practice founded in 2019 in Nanaimo, British Columbia, providing personalized financial and wealth advisory services to personal and corporate clients on a small (1-10 employee) scale.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial advisory
• Personal financial planning
• Corporate wealth management
• Investment advisory

Headquarters

HQ city

Nanaimo

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Rockmoor Wealth Management provides personalized financial services and wealth management to both personal and corporate clients. The firm focuses on individualized financial planning and advisory services to help clients manage and grow their wealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Wealth Management
• Corporate Wealth Management

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Broad incumbents

• IG Wealth Management: One of Canada's largest retail wealth managers, owned by IGM Financial, offering advisor-led financial planning and portfolio management across the country. A broad incumbent competitor serving the same mass-affluent segment with a much wider product shelf.
• BMO Nesbitt Burns: Wealth management division of BMO Financial Group providing full-service advisory and investment management to Canadian households and business owners. Overlaps with Rockmoor in serving both personal and corporate wealth clients, though within a much broader bank-affiliated platform.
• Edward Jones Canada: Branch-based advisor-led wealth management franchise in Canada focused on personal financial planning and long-term investing relationships. Comparable in its high-touch, advisor-led personalized advice model, though operating at materially larger scale.
• Raymond James Ltd. Canadian arm of Raymond James offering full-service wealth management and investment advisory through a national advisor network. Overlaps with Rockmoor's personalized advisor-led wealth offering at greater scale.

Direct peers

• CI Wealth: CI Financial's wealth management arm serving Canadian households with discretionary and advisory portfolios, financial planning, and tax strategies. Comparable as a Canada-wide private-client advisory serving the same mass-affluent and business-owner segments.
• Richardson Wealth: Independent Canadian wealth management firm (formerly GMP and Richardson GMP) providing discretionary portfolio management and financial planning to HNW households. Comparable as a full-service independent Canadian wealth manager for personal and corporate clients.
• Wellington-Altus Private Wealth: Canadian independent wealth management firm offering fee-based advisory, investment management, and financial planning to mass-affluent and HNW households across the country. Directly comparable to Rockmoor as an independent Canadian RIA model serving individuals and business owners.
• Nicola Wealth Management: Vancouver-headquartered independent Canadian wealth manager providing personalized investment advisory and financial planning to individuals, families, and businesses. Highly comparable given its BC base and full-service independent RIA positioning serving overlapping clientele.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• Xx.com/RockmoorWealth
• Facebookfacebook.com/rockmoorwealth

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rockmoor Wealth Management