Unclaimed Profile

Kenny Brian Bauer

ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, Pennsylvania

Clean recordROCKWOOD WEALTH MANAGEMENT, LLC

6464 LOWER YORK ROAD, NEW HOPE, PA 18938CRD# 2861423Firm CRD# 137481

Profile Verification

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

Identity

Kenny Brian Bauer · NEW HOPE, PA

Registration

CRD #2861423 · ROCKWOOD WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenny Brian Bauer is a registered financial advisor based in NEW HOPE, Pennsylvania, affiliated with ROCKWOOD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Kenny

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenny is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ROCKWOOD WEALTH MANAGEMENT, LLC

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROCKWOOD WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2861423

Firm CRD# 137481

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW HOPE?

Browse all registered financial advisors in NEW HOPE, Pennsylvania or claim this profile if it's yours.

Browse NEW HOPE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenny Brian Bauer offer?

Kenny Brian Bauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.

What are Kenny Brian Bauer's credentials?

Kenny Brian Bauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenny Brian Bauer located?

Kenny Brian Bauer is based in NEW HOPE, Pennsylvania, working with ROCKWOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW HOPE metropolitan area and surrounding communities.

How does Kenny Brian Bauer charge for services?

Kenny Brian Bauer'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →