Overview
Assets Under Management: $2.2 billion
Headquarters: NEW HOPE, PA
High-Net-Worth Clients: 399
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 399
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.55
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,476
Discretionary Accounts: 4,430
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 137481
Filing ID: 2006024
Last Filing Date: 2025-07-30 16:11:00
Website: https://rockwoodwealth.com