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WESTROCK ASSET MANAGEMENT, LLC

LITTLE ROCK, AR · CRD 174408 · IAPD ↗ · 501.320.4867

$162.7MRegulatory AUM
4Advisory reps
12Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — WESTROCK ASSET MANAGEMENT, LLC reported RAUM down 50% ($416.8M -> $208.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2024 — WESTROCK ASSET MANAGEMENT, LLC reported RAUM up 249% ($119.3M -> $416.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.