ROCKWOOD WEALTH MANAGEMENT, LLC

NEW HOPE, Pennsylvania·11 registered advisors·CRD# 137481
SEC# 801-698840267-983-6400
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
48
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ROCKWOOD WEALTH MANAGEMENT, LLC

11 registered advisors
Alaina Masler Gilbert
NEW HOPE, Pennsylvania
Brian David Booth
NEW HOPE, Pennsylvania
James A Smith
NEW HOPE, Pennsylvania
John Robert Augenblick
NEW HOPE, Pennsylvania
John T Hagan
NEW HOPE, Pennsylvania
Kenny Brian Bauer
NEW HOPE, Pennsylvania
Mark Theodore Kelly
NEW HOPE, Pennsylvania
Megan Jane Lottier
NEW HOPE, Pennsylvania
Paige E Marlow
NEW HOPE, Pennsylvania
Robert Thomas Stephenson
NEW HOPE, Pennsylvania
Samuel Whitaker Feldbaum
NEW HOPE, Pennsylvania
05

Office Locations

NEW HOPE, Pennsylvania
11 advisors

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Data sourced from SEC Form ADV filings. ROCKWOOD WEALTH MANAGEMENT, LLC (CRD# 137481) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.