ROCKLINE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$749,631,742
Discretionary
$655,620,201
Non-discretionary
$94,011,541
Firm details
- CRD number
- 324004
- SEC file number
- 801-127867
- Main office
- ISLIP TERRACE, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.