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Building 2ROCKWOOD WEALTH MANAGEMENT, LLC

Map pinNEW HOPE, PA
Phone267-983-6400
NotebookSEC #801-69884
Total AUM
$2.9B
Employees
54
Clients
971

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6464 LOWER YORK ROAD
NEW HOPE
PA 18938
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
267-983-6400

ReceiptFinancials

Total AUM
$2.9B
Accounts
5,237
Discretionary
$2.8B
Accounts
5,194
Non-Discretionary
$23.7M
Accounts
43

ContactClients

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Individual Clients
491
AUM
$470.4M
HNW Individual Clients
432
AUM
$2.3B
Pension/Profit Sharing Plan Clients
26
AUM
$79.2M
Charitable Organization Clients
3
AUM
$3.7M
Corporation or Business Clients
7
AUM
$5.9M
Other Clients
12
AUM
$24.6M
Description of Other Clients
IRREVOCABLE TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAIDILLAMAMDNCNHNJNYOHPASCTXVAWA

HandshakeAffiliates

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

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