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Building 2ROOKWOOD WEALTH MANAGEMENT, LLC

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Phone513-871-7815
NotebookSEC #801-130111
Total AUM
$205.4M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M.-4 P.M.
Monday - Friday
Phone
513-871-7815

ReceiptFinancials

Total AUM
$205.4M
Accounts
188
Discretionary
$205.4M
Accounts
188
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$5.3M
HNW Individual Clients
39
AUM
$200M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKYOHSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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