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).

By the Numbers
  • Total Assets Under Management
    1,776
    MILLION
  • Total Number of Accounts
    3,935
    ACCOUNTS
  • Average Account Value
    $451,236
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, ID, IL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WA

Financial Advisors at Rockwood Wealth Management, LLC
Showing 1 - 10 of 32 top financial advisors.
1
Mark Arcidiacono
CRD#: 6088693
6464 Lower York Road, New Hope, PA 18938

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.

2
John R. Augenblick
CRD#: 5238201
6464 Lower York Road, New Hope, PA 18938

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.

3
Kenny B. Bauer
CRD#: 2861423
6464 Lower York Road, New Hope, PA 18938

Kenny Bauer (CRD# 2861423) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 26 years of experience in the finance industry.

4
Samuel W. Feldbaum
CRD#: 5892111
6464 Lower York Road, New Hope, PA 18938

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.

5
John T. Hagan
CRD#: 6968248
6464 Lower York Road, New Hope, PA 18938

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.

6
Scott H. Kelley
CRD#: 2527243
6464 Lower York Road, New Hope, PA 18938

Scott Kelley (CRD# 2527243) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 29 years of experience in the finance industry.

7
Mark T. Kelly
CRD#: 4443072
6464 Lower York Road, New Hope, PA 18938

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.

8
Megan J. Lottier
CRD#: 6617794
6464 Lower York Road, New Hope, PA 18938

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.

9
Paige E. Marlow
CRD#: 5111800
6464 Lower York Road, New Hope, PA 18938

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.

10
Travis S. Roe-Raymond
CRD#: 5884838
6464 Lower York Road, New Hope, PA 18938

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.

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