Rookwood Wealth Management, LLC
Rookwood Wealth Management, LLC (CRD# 143983) is a financial advisory firm headquartered in , . They manage $126,278,339 in 164 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rookwood Wealth Management, LLC
By the Numbers
-
Total Assets Under Management126MILLION
-
Total Number of Accounts164ACCOUNTS
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Average Account Value$769,990
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Rookwood Wealth Management, LLC
1
Eva Gilkey Booher (CRD# 2140342) is an Investment Advisor Representative working at Rookwood Wealth Management, LLC in Cincinnati, OH and has over 32 years of experience in the finance industry.
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