# Rock Steady Wealth, Inc.

> Rock Steady Wealth, Inc. is a state-registered investment advisory firm in Richmond, VA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 226639
- Filed as: ROCK STEADY WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226639
- AdvisorCensus page: https://advisorcensus.com/firm/rock-steady-wealth-inc-richmond-va-226639

## Quick answers

**How is Rock Steady Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Rock Steady Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rock Steady Wealth, Inc. located?**
Rock Steady Wealth, Inc.'s principal office is in Richmond, VA, according to its Form ADV.

**Is Rock Steady Wealth, Inc. registered with the SEC or a state?**
Rock Steady Wealth, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226639.

**How much does Rock Steady Wealth, Inc. manage?**
Rock Steady Wealth, Inc. reports $5,589,132 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Rock Steady Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); corporations or other businesses not listed above (2); charitable organizations (1).

**Does Rock Steady Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/226639

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,589,132
- Discretionary: $5,589,132
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $5,403,565 |
| Charitable organizations | 1 | $1 |
| Corporations or other businesses not listed above | 2 | $185,566 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightscope.com/financial-planning/advisor/913888/Alexander-Casas
- investopedia.com/advisor-network/advisors/82302/alexander-casas
- rocksteadywealth.com
- smartadvisormatch.com/advisor-network/virginia/alexander-casas-6221563
- Instagram @richmondaerial
- LinkedIn @rocksteadywealth
- X @rocksteadywlth
- YouTube @UCCxnEn_FIxIBuH9XBRYTbHw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rock Steady Wealth, Inc. (CRD 226639): Form ADV filing data as of October 2026.