Rockwood Wealth Management, LLC

RIASEC Registered

Total AUM

$2.9B

Discretionary

$2.8B

99% of AUM

Avg account

$548K

Accounts

5,237

Employees

Advisory reps

Firm details

Headquarters: New Hope, Pennsylvania
CRD number: 137481
Registered since: January 26, 2009
Website: www.rockwoodwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.26%
Individuals13.3%
Pension & Profit Sharing Plans2.76%
Charitable Organizations0.41%
Corporations / Businesses0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rockwood Wealth Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2009. The firm serves both individuals/families and institutional clients and operates as a capital allocator, using third-party managers as part of its offering. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor.