Overview
Assets Under Management: $632 million
Headquarters: ISLIP TERRACE, NY
High-Net-Worth Clients: 340
Average Client Assets: $1 million
Frequently Asked Questions
ROCKLINE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324004), ROCKLINE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ROCKLINE WEALTH MANAGEMENT LLC is headquartered in ISLIP TERRACE, NY.
ROCKLINE WEALTH MANAGEMENT LLC serves 340 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, ROCKLINE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ROCKLINE WEALTH MANAGEMENT LLC manages $632 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, ROCKLINE WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 340
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.38
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,321
Discretionary Accounts: 1,270
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 324004
Last Filing Date: 2025-01-31 00:00:00
Website: https://rocklinewealth.com