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ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004 · SEC 801-127867
2701 SUNRISE HIGHWAY, ISLIP TERRACE, NY, 11752, United States
Phone
516-605-1624
Fax
516-224-9383
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.6M
Discretionary AUM
$655.6M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 522 | $95.0M |
| High net worth individuals | 339 | $546.0M |
| Pension/profit sharing plans | 39 | $88.0M |
| Charitable organizations | 2 | $3.0M |
| Corporations/business entities | 16 | $17.7M |
States served
CA, CO, DE, MA, NJ, NY, NC, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD