Rooney Wealth Management

Overview

Rooney Wealth Management is a small, independent advisory LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm emphasizes equity exposure, with a stated preference toward exchange-traded securities, and describes itself as an active ESG investor — indicating environmental, social and governance factors are integrated into security selection or manager due diligence. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The register shows the adviser manages client assets on a non‑discretionary basis, meaning investment decisions generally require client approval rather than being delegated to the firm. Investment activity centers on liquid public markets rather than private or closed-end vehicles. Given the firm’s scale and custodian relationship, portfolios appear constructed using liquid listed instruments (ETFs and individual equities) supplemented by mutual funds where appropriate. Advisory services are aimed at individual households and smaller business owners rather than institutional mandates or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices