← Back to searchVisit website
ROCKWOOD WEALTH MANAGEMENT, LLC
CRD 137481 · SEC 801-69884
6464 LOWER YORK ROAD, NEW HOPE, PA, 18938, United States
Phone
267-983-6400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.87B
Discretionary AUM
$2.85B
Team
54 total employees; 48 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 491 | $470.4M |
| High net worth individuals | 432 | $2.29B |
| Pension/profit sharing plans | 26 | $79.2M |
| Charitable organizations | 3 | $3.7M |
| Corporations/business entities | 7 | $5.9M |
States served
AZ, AR, CA, CO, DC, GA, ID, IL, LA, MD, MA, NJ, NY, NC, OH, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD