ROCKWOOD WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,869,900,402
Discretionary
$2,846,229,908
Non-discretionary
$23,670,494
Firm details
- CRD number
- 137481
- SEC file number
- 801-69884
- Main office
- NEW HOPE, PA, United States
- Employees
- 53
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.