Richard
Atha
Waterrock Wealth Management
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About this Advisor
Richard Atha is a financial advisor based in Albuquerque, New Mexico, working with Waterrock Wealth Management. Richard has previously held positions at Atha Consulting, Ameritas Life Insurance Pka Union Central Life Insurance, Center Street Advisors, Onpointe Advisory And Financial Services, LLC, the US Coast Guard, and Prien Asset Management. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico. Currently, Richard is part of Waterrock Wealth Management, which operates out of Albuquerque, New Mexico. The firm has 2 offices and 5 employees. The firm manages assets totaling $113.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Waterrock Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waterrock Wealth Management Brokerage Details
$113,231,308
5
236
$479,794
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Atha Work History
Prien Asset Management
Ameritas Life Insurance Pka Union Central Life Insurance
Atha Consulting
Center Street Advisors
Onpointe Advisory And Financial Services, LLC
Us Coast Guard
Disclosures
Please visit the SEC profile of Richard Atha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterrock Wealth Management
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
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