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| Rockline Wealth Management LLC
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| CRD # | 324004 |
| SEC # | 801-127867 |
| CIK # | 0002005098 |
| AUM | 749.6 M (2026-02-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-605-1624 |
| Address | 2701 Sunrise Highway Islip Terrace, NY 11752 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002005098 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 70.6 | ||
| Apple Inc | 34.4 | ||
| Microsoft Corp | 21.3 | ||
| Facebook Inc | 19.0 | ||
| Alphabet Inc | 18.1 | ||
| Broadcom Inc | 17.0 | ||
| Palantir Technologies Inc | 16.1 | ||
| Lam Research Corp | 12.0 | ||
| J P Morgan Chase & Co | 10.1 | ||
| Wal Mart Stores Inc | 9.9 | ||
| Home Depot Inc | 9.8 | ||
| Costco Wholesale Corp /NEW | 9.4 | ||
| Amazon Com Inc | 9.3 | ||
| Oracle Corp | 8.9 | ||
| Johnson & Johnson | 7.7 | ||
| AbbVie Inc | 7.2 | ||
| United Technologies Corp /DE/ | 7.0 | ||
| Tesla Motors Inc | 6.7 | ||
| Caterpillar Inc | 6.6 | ||
| Merck & Co Inc | 6.1 | ||
| General Dynamics Corp | 6.0 | ||
| Waste Management Inc | 5.6 | ||
| McDonalds Corp | 5.6 | ||
| FPL Group Inc | 5.4 | ||
| GS Acquisition Holdings Corp | 5.2 | ||
| Visa Inc | 5.0 | ||
| Powell Industries Inc | 5.0 | ||
| Netflix Inc | 4.8 | ||
| Illinois Tool Works Inc | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522 | 95.0 |
| (b) Individuals (high net worth individuals) | 339 | 546.0 |
| (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 | 39 | 88.0 |
| (h) Charitable organizations | 2 | 3.0 |
| (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 | 16 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,494 | 749.6 |
| By Discretionary | ||
| Discretionary | 1,457 | 655.6 |
| Non-Discretionary | 37 | 94.0 |
| Total | 1,494 | 749.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 749.6 | |
| Total | 1,494 | 749.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002005098] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nymbus Capital Inc
✚
|
751.5 M | |
|
Ark & TLK Investments LLC
✚
|
OK | 751.4 M |
|
Tilson Financial Group Inc
✚
|
NJ | 750.6 M |
|
Hopwood Financial Services Inc
✚
|
VA | 750.3 M |
|
Torray Investment Partners LLC
✚
|
MD | 750.1 M |
|
Curran Financial Partners LLC
✚
|
SC | 749.4 M |
|
SouthernSun Asset Management LLC
✚
|
TN | 749.4 M |
|
QTR Family Wealth LLC
✚
|
FL | 749.3 M |
|
Flagship Wealth Advisors LLC
✚
|
MA | 748.6 M |
|
Porter White Investment Advisors Inc
✚
|
AL | 748.2 M |