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| Rockline Wealth Management LLC
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| |
|---|---|
| CRD # | 324004 |
| SEC # | 801-127867 |
| CIK # | 0002005098 |
| AUM | $477.5 MM (2024-06-17) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 516-605-1624 |
| Address | 255 Executive Drive Plainview, NY 11803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 51.1 | |
| AAPL | 2,382,844.0 | 30.8 | |
| MSFT | 1,918,222.4 | 23.0 | |
| HD | 277,648.0 | 9.9 | |
| META | 434,852.0 | 9.7 | |
| GOOG | 1,482,566.4 | 7.8 | |
| AMZN | 1,092,997.8 | 7.5 | |
| COST | 207,576.9 | 7.3 | |
| MRK | 232,371.9 | 6.4 | |
| JPM | 340,169.2 | 6.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 51.7 |
| (b) Individuals (high net worth individuals) | 285 | 318.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 91.0 |
| (h) Charitable organizations | 2 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 477.5 |
| By Discretionary | ||
| Discretionary | 974 | 389.5 |
| Non-Discretionary | 33 | 88.0 |
| Total | 1,007 | 477.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.5 | |
| Total | 1,007 | 477.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002005098] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Preservation Advisors LLC
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|
TN | 0.5 |
|
MFA Wealth Advisors LLC
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|
PA | 0.5 |
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Family Office Research LLC
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MD | 0.5 |
|
Clarity Wealth Advisors LLC
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CA | 0.5 |
|
The Moorings Group LLC
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GA | 0.5 |
|
Kitching Partners LLC
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PA | 0.5 |
|
Augustine Asset Management Inc
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|
FL | 0.5 |
|
Kreitler Financial LLC
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|
CT | 0.5 |
|
Tucker Asset Management LLC
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|
CO | 0.5 |
|
Compass Capital Corporation
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|
MA | 0.5 |