Our holistic financial planning services provides families and businesses with a peace of mind. Listed below are the criteria we seek to fulfill with Rocket Wealth. (Warren Buffet style of investment) No Risk Guaranteed Return Liquidity and use of control Tax deferred Tax Free Not correlated to market risk Not correlated to economy
| Website | http://rocketwealth.com |
| Revenue | $1 million |
| Employees | 4 (1 on RocketReach) |
| Founded | 2013 |
| Address | 2521 W. Main street, Norristown, Pennsylvania 19403, US |
| Phone | +1 216-541-8060 |
| Technologies | |
| Industry | Financial Services, Credit Cards & Transaction Processing, Finance |
| Keywords | Financial Planning, Holistic Planning, Wealth Management, Financial Services, Investment Planning, Financial Advisor, Wealth Building, Retirement Planning, Investment Management, Estate Planning, Portfolio Management, Business Financial Planning, Tax Planning, Risk Management, Family Office, Value Investing, Liquidity |
| Competitors | Fidelity Investments, Schwab Advisor Services, Merrill Edge, SoFi, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +35 more (view full list) |
| SIC | SIC Code 61 Companies, SIC Code 615 Companies |
| NAICS | NAICS Code 522320 Companies, NAICS Code 522 Companies, NAICS Code 5223 Companies, NAICS Code 52232 Companies, NAICS Code 52 Companies |
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Rocket Wealth Questions
The Rocket Wealth annual revenue was $1 million in 2026.
1 people are employed at Rocket Wealth.
Rocket Wealth is based in Norristown, Pennsylvania.
The NAICS codes for Rocket Wealth are [522320, 522, 5223, 52232, 52].
The SIC codes for Rocket Wealth are [61, 615].
Top Rocket Wealth Employees
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Raj Sekhawat
Wealth and Tax Strategist at Rocket Wealth
Collegeville, PA, US24
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