Unclaimed Profile

Alaina Masler Gilbert

ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, Pennsylvania

Series 65Clean record6 years registeredROCKWOOD WEALTH MANAGEMENT, LLC

6464 LOWER YORK ROAD, NEW HOPE, PA 18938CRD# 5356560Firm CRD# 137481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alaina Masler Gilbert · NEW HOPE, PA

Registration

CRD #5356560 · ROCKWOOD WEALTH MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROCKWOOD WEALTH MANAGEMENT, LLC

ROCKWOOD WEALTH MANAGEMENT, LLC

Dec 2019 – Sep 2025

NEW HOPE, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 17, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROCKWOOD WEALTH MANAGEMENT, LLC

CRD 137481 · SEC 801-69884

AUM

$1.8B

Regulatory assets under management

Employees

3,935 client accounts

Services offered by ROCKWOOD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROCKWOOD WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alaina Masler Gilbert offer?

Alaina Masler Gilbert specializes in Financial Planning, Investment Management, Wealth Management.

What are Alaina Masler Gilbert's credentials?

Alaina Masler Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alaina Masler Gilbert located?

Alaina Masler Gilbert is based in NEW HOPE, Pennsylvania, last registered with ROCKWOOD WEALTH MANAGEMENT, LLC.

How does Alaina Masler Gilbert charge for services?

Alaina Masler Gilbert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROCKWOOD WEALTH MANAGEMENT, LLC?

ROCKWOOD WEALTH MANAGEMENT, LLC has approximately 48 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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