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
John Helvie (CRD# 7519312) 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.
Benjamin Herman (CRD# 7763256) 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.
Joseph Houk (CRD# 7455119) 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.
Elizabeth Loew (CRD# 2761198) 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.
Jade Meier (CRD# 7168797) 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.
Catherine Morgan (CRD# 7245901) 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.
Kyle Quigley (CRD# 7045450) 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.
Courtney Ripp (CRD# 7488620) 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.
Joseph Rogina (CRD# 2398873) 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.
Natalia Rybak (CRD# 7539336) 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.