ROOKWOOD WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$205,354,528
Discretionary
$205,354,528
Non-discretionary
$0
Firm details
- CRD number
- 143983
- SEC file number
- 801-130111
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.