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).

Current Firm Details
6464 Lower York Road, New Hope, PA 18938
https://www.linkedin.com/company/rockwood-wealth-management/
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 31 - 31 of 31 top financial advisors.
31
James Smith, financial advisor New Hope PA
James A. Smith
CRD#: 7410957
6464 Lower York Road, New Hope, PA 18938

James Smith (CRD# 7410957) 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.

PREV ... 1 2 3 4

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals