# Rockway Wealth Partners

> Rockway Wealth Partners is a state-registered investment advisory firm in Urbandale, IA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 315419
- Filed as: ROCKWAY WEALTH PARTNERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Urbandale, IA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315419
- AdvisorCensus page: https://advisorcensus.com/firm/rockway-wealth-partners-urbandale-ia-315419

## Quick answers

**How is Rockway Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Rockway Wealth Partners 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 Rockway Wealth Partners located?**
Rockway Wealth Partners' principal office is in Urbandale, IA, according to its Form ADV.

**Is Rockway Wealth Partners registered with the SEC or a state?**
Rockway Wealth Partners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315419.

**How much does Rockway Wealth Partners manage?**
Rockway Wealth Partners reports $26,573,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Rockway Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (13).

**Does Rockway Wealth Partners 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/315419

## 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: $26,573,000
- Discretionary: $26,573,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $16,006,000 |
| High net worth individuals | 13 | $10,567,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rockwaywealth.com
- Facebook @rockwaywealth
- LinkedIn @brian-m-thompson-c-k-p-cpfa-10b744111

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rockway Wealth Partners (CRD 315419): Form ADV filing data as of October 2026.