Richard Paul Dirkse
Investment adviser representative at Rockwall Wealth Management
42 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$305.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
42 years in the industry.
- Leo Wealth, LLCAug 2021 to now
- Rockwall Wealth Management, Inc.Jun 2008 to now
- Bft Financial Group, LLCJan 2004 to now
- Dirkse and Associates LtdNov 1984 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rockwall Wealth Management
Legal name: Rockwall Wealth Management Inc
$305.5MAssets managed
612Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1676153
- Firm CRD
- 339856