|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rockwood Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 137481 |
| SEC # | 801-69884 |
| CIK # | 0001983670 |
| AUM | $2.2 B (2025-07-30) |
| Employees | 50 (88% Investors, 0% Brokers) |
| Phone | 267-983-6400 |
| Address | 6464 Lower York Road New Hope, PA 18938 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 0.3 |
| (b) Individuals (high net worth individuals) | 399 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 0.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.0 |
| (n) Other | 86 | 0.0 |
| Total | 4,476 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,430 | 2.2 |
| Non-Discretionary | 46 | 0.0 |
| Total | 4,476 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 4,476 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001983670] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CKW Financial Group LLC
✚
|
HI | 2.2 |
|
Coho Partners Ltd
✚
|
PA | 2.2 |
|
Glassman Wealth Services LLC
✚
|
VA | 2.2 |
|
Maple Capital Management Inc
✚
|
VT | 2.2 |
|
Tributary Capital Management LLC
✚
|
NE | 2.2 |
|
Moody Lynn Lieberson & Walker LLC
✚
|
MA | 2.2 |
|
Drive Wealth Management LLC
✚
|
UT | 2.2 |
|
Shufro Rose & Co LLC
✚
|
NY | 2.2 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 2.2 |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2.2 |