Blue Rock Wealth Management LLC
Bluerock Wealth Management LLC is a fiduciary, fee-only wealth management and advisory firm headquartered in Alpharetta, Georgia. Founded in 2019, the firm provides comprehensive financial planning, strategic investing, and tax consulting services to individuals and families. With a focus on high-touch, personalized advice tailored to each client's financial goals, Bluerock Wealth Management delivers holistic solutions covering investing, financial planning, and proactive tax mitigation. The firm is led by Leslie Murray and serves primarily individual clients seeking a disciplined, analytical approach to wealth management.
Investment Strategy
Bluerock Wealth Management embraces a fiduciary, fee-only model that prioritizes the client's best interest at all times. It employs an analytical, disciplined method to craft individualized investment strategies grounded in each client's unique financial needs, goals, and risk tolerance. The firm's approach integrates holistic wealth management—including investing, detailed financial planning, and ongoing tax mitigation strategies—to optimize long-term outcomes and protect and grow client assets.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 9.48% | $15.2M | 477,144 | $27.95 | $31.91 | +$1.3M |
D DGRW | WISDOMTREE TR | 7.01% | $11.3M | 126,545 | $81.22 | $88.96 | +$863.9K |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 6.62% | $10.6M | 185,008 | $53.13 | $57.52 | +$1.7M |
V VNLA | JANUS DETROIT STR TR | 5.98% | $9.6M | 194,955 | $49.01 | $49.29 | +$506.3K |
Q QUAL | ISHARES TR | 5.94% | $9.5M | 49,041 | $178.32 | $194.50 | +$606.4K |