ROCKPORT WEALTH ADVISORS

Legal name: ROCKPORT WEALTH, LLC

CRD 297122File 801-126796

APPROVED

Retail clients

Filing as of May 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$676.4M

Above cohort median (national)

Discretionary AUM

$676.4M

Clients

1,623

3,004 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 27, 2022
Principal office: 22730 FAIRVIEW CENTER DR, SUITE# 150, FAIRVIEW PARK, OH, 44126
Phone: (216) 226-4560
Website: https://www.jarnoldwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $676.4M
Discretionary AUM: $676.4M
Non-discretionary AUM: $0
Discretionary accounts: 3,004
Non-discretionary accounts: 0
Total accounts: 3,004
AUM per client: $417K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$5.7M
Charitable organizations	Fewer than 5	$912K
High net worth individuals	248	$384.2M
Individuals (other than high net worth individuals)	1,364	$285.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.