Best-in-State · rank 35 · Scottsdale, Arizona · listed firm: Rockefeller Capital Management
Identity & firm
- Firm — Rockefeller Capital Management (high)
- “Firm: Rockefeller Capital Management” — forbes_shook
- Parent company — Rockefeller & Co. (high)
- “Parent Company: Rockefeller & Co.” — firm_official
- Firm type — wirehouse (high)
- “Registered Representative (RR) with Rockefeller Capital Management; Investment Advisor Representative (IAR)” — sec_finra_regulatory
- Team name — Legacy Family Wealth (high)
- “Legacy Family Wealth helps business owners and high-net-worth individuals navigate complex financial decisions” — firm_official
- Team size — 6 (high)
- “Kenneth Milano (Managing Director, Private Wealth Advisor), Richie Schmock (Managing Director, Private Advisor), Kent Weaver (CRPC®), Alexander Barrett, Laura Rider, Abbey Mathew” — firm_official
- CRD — 5082498 (high)
- “CRD #5082498” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CRPC (high)
- “CRPC® (Chartered Retirement Planning Counselor)” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum account size for new business: $10M” — forbes_shook
- Typical client net worth ($M) — 1200 (high)
- “Typical Net Worth of Relationships: $50M-2B” — forbes_shook
- Client niche — Business owners, M&A advisors, sports and entertainment (high)
- “Focuses on helping business owners grow, manage, and monetize their most valuable asset—their business. M&A, Venture Capital & Private Equity: Maintains strong relationships in these spaces. Sports & Entertainment: Works” — firm_official
- Custodians — gap: not_public
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.rockco.com/legacy-family-wealth/ (high)
- “Legacy Family Wealth team page” — firm_official
- Value proposition (verbatim) — Legacy Family Wealth helps business owners and high-net-worth individuals navigate complex financial decisions through customized planning that spans M&A opportunities, business monetization, and comprehensive wealth management. (high)
- “Legacy Family Wealth helps business owners and high-net-worth individuals navigate complex financial decisions through customized planning that spans M&A opportunities, business monetization, and comprehensive wealth man” — firm_official
- Differentiators — Specialized M&A and business monetization expertise, Strong relationships with venture capital and private equity, Dedicated sports and entertainment practice, Comprehensive multigenerational wealth planning (high)
- “Focuses on helping business owners grow, manage, and monetize their most valuable asset. M&A, Venture Capital & Private Equity: Maintains strong relationships. Sports & Entertainment: Works with sports agents and profess” — firm_official
- Content marketing — none (high)
- “No dedicated content marketing, podcasts, or published books identified” — firm_official
- Has podcast — no (high)
- “No podcast identified” — firm_official
- Books published — 0 (high)
- “No published books identified” — firm_official
- Linkedin url — https://www.linkedin.com/in/richie-schmock-840a0b1/ (high)
- “LinkedIn profile for Richie Schmock” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn: 500+ connections; professional activity present” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (Arizona, #35), Forbes 2024 Best-In-State Wealth Advisor, Forbes 2026 Best-In-State Wealth Management Teams, Barron's Top 1,200 Financial Advisors (2024) (high)
- “Forbes 2026 America's Top Wealth Advisors list, rank 35, Arizona” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search