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ROCKWOOD WEALTH MANAGEMENT, LLC
6464 Lower York Road
New Hope, Pennsylvania 18938
Tel: 267-983-6400
About ROCKWOOD WEALTH MANAGEMENT, LLC
ROCKWOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as ROCKWOOD WEALTH MANAGEMENT, LLC. The firm was established in 01/26/2009. They have over 1 offices throughout the country.
ROCKWOOD WEALTH MANAGEMENT, LLC is a New Hope, Pennsylvania based Financial Planning firm with nearly $2,185,443,848 assets under management, offering retirement planning & investment advisory services to 4476 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137481 |
| SEC# | 801-69884 |
| Assets Managed by Firm | $2,185,443,848 |
| No. of Clients | 4476 |
| No. of Advisors | 48 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4476 | $2,185,443,848 |
| Individuals (other than high net worth individuals) | 457 | $346,323,520 |
| High net worth individuals | 399 | $1,738,528,909 |
| Pension and profit sharing plans | 37 | $73,611,446 |
| Charitable organizations | 5 | $3,885,496 |
| Corporations or other businesses | 37 | $3,155,688 |
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|---|---|---|---|
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