Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC (CRD# 137481) is a financial advisory firm headquartered in New Hope, PA. They manage $1,775,615,324 in 3,935 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,776MILLION
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Total Number of Accounts3,935ACCOUNTS
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Average Account Value$451,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WA
Mark Arcidiacono (CRD# 6088693) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 8 years of experience in the finance industry.
John Augenblick (CRD# 5238201) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 17 years of experience in the finance industry.
Kenny Bauer (CRD# 2861423) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 27 years of experience in the finance industry.
Samuel Feldbaum (CRD# 5892111) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 12 years of experience in the finance industry.
John Hagan (CRD# 6968248) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 5 years of experience in the finance industry.
Mark Kelly (CRD# 4443072) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Megan Lottier (CRD# 6617794) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Paige Marlow (CRD# 5111800) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry.
Travis Roe-Raymond (CRD# 5884838) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry.
Renee Schuster (CRD# 5672786) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry.