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ROOKWOOD WEALTH MANAGEMENT, LLC
513-871-7813
SEC #801-67892Total AUM
$16.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 A.M.-3 P.M.
Monday - Friday
Monday - Friday
Phone
513-871-7813
Financials
Total AUM
$16.4M
Accounts
20Discretionary
$16.4M
Accounts
20Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.