ROKA WEALTH STRATEGISTS, LLC
SEC file number 801-67915
· ROSWELL, GA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$48.3M
Discretionary AUM
$48.3M
Employees
—
Clients
200
Firm
- Address
- 1901 MACY DRIVE
ROSWELL, GA 30076 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 12X Wealth Strategies RA, LLC Medium name-match confidence · CIK 1967592 · TX
- 12X Wealth Strategies RQ, LLC Medium name-match confidence · CIK 1967904 · TX
- 12X Wealth Strategies V, LLC Medium name-match confidence · CIK 2011007 · TX
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12X Wealth Strategies V, LLC · D/A · Oct 5, 2026$20M
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12X Wealth Strategies RQ, LLC · D/A · Oct 5, 2026$20M
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12X Wealth Strategies RA, LLC · D/A · Jan 2, 2026$25M
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12X Wealth Strategies V, LLC · D/A · Oct 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D/A · Oct 7, 2025$20M
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12X Wealth Strategies RA, LLC · D/A · Oct 6, 2025$20M
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12X Wealth Strategies V, LLC · D/A · Feb 7, 2025$20M
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12X Wealth Strategies RQ, LLC · D/A · Feb 6, 2025$20M
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12X Wealth Strategies RA, LLC · D/A · Feb 6, 2025$20M