Rockwood Wealth Management, LLC

Rockwood Wealth Management, LLC (CRD# 137481) is a financial advisory firm headquartered in New Hope, PA. They manage $348,441,653 in 1,296 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    1,296
    ACCOUNTS
  • Average Account Value
    $268,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NH, NJ, PA, VA

Financial Advisors at Rockwood Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
John R. Augenblick
CRD#: 5238201
6236 Lower York Road, New Hope, PA 18938
96
Wealthminder
score

John Augenblick (CRD# 5238201) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 11 years of experience in the finance industry. John Augenblick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian D. Booth
CRD#: 1968630
6236 Lower York Road, New Hope, PA 18938
96
Wealthminder
score

Brian Booth (CRD# 1968630) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 28 years of experience in the finance industry. Brian Booth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thaddeus N. Toal
CRD#: 4089665
130 Admiral Cochrane Drive,, Suite 200, Annapolis, MD 21401
96
Wealthminder
score

Thaddeus Toal (CRD# 4089665) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in Annapolis, MD and has over 17 years of experience in the finance industry. Thaddeus Toal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Samuel W. Feldbaum
CRD#: 5892111
6236 Lower York Road, New Hope, PA 18938
90
Wealthminder
score

Samuel Feldbaum (CRD# 5892111) 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. Samuel Feldbaum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Scott H. Kelley
CRD#: 2527243
6236 Lower York Road, New Hope, PA 18938
90
Wealthminder
score

Scott Kelley (CRD# 2527243) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 23 years of experience in the finance industry.

6
Dina Megretskaia
CRD#: 6641939
6236 Lower York Road, New Hope, PA 18938
90
Wealthminder
score

Dina Megretskaia (CRD# 6641939) 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.

7
Eric D. Siss
CRD#: 6204450
6236 Lower York Road, New Hope, PA 18938
88
Wealthminder
score

Eric Siss (CRD# 6204450) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 3 years of experience in the finance industry.

8
Mark T. Kelly
CRD#: 4443072
6236 Lower York Road, New Hope, PA 18938
87
Wealthminder
score

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.

9
Megan J. Lottier
CRD#: 6617794
6236 Lower York Road, New Hope, PA 18938
87
Wealthminder
score

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.

10
Robert T. Stephenson
CRD#: 6560636
6236 Lower York Road, New Hope, PA 18938
87
Wealthminder
score

Robert Stephenson (CRD# 6560636) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.