Rohde Wealth Management

RIAState Registered
Total AUM
$725K
Discretionary
$725K
100% of AUM
Avg account
$181K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338260
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rohde Wealth Management is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee approach combines a percentage-of-assets-under-management charge with hourly billing for certain services. According to the available profile, Rohde Wealth Management does not market itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 5%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth