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
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.
Robert Stephenson (CRD# 6560636) 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.
Robert Vogel (CRD# 4140530) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 24 years of experience in the finance industry.
Jupiter Bridge (CRD# 7682697) 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.
Courtney Durham (CRD# 6664554) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry.
Kimberly Evans (CRD# 7535060) 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.
Jack Gawason (CRD# 7782997) 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.
Najeedah Ghias (CRD# 6971514) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry.
Alaina Gilbert (CRD# 5356560) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 4 years of experience in the finance industry.
Brian Hansen (CRD# 7310906) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 6 years of experience in the finance industry.