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| Rockwood Wealth Management LLC
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|---|---|
| CRD # | 137481 |
| SEC # | 801-69884 |
| CIK # | 0001983670 |
| AUM | 2,869.9 M (2026-05-15) |
| Employees | 54 (89% Investors, 0% Brokers) |
| Phone | 267-983-6400 |
| Address | 6464 Lower York Road New Hope, PA 18938 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001983670 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 0.5 |
| (b) Individuals (high net worth individuals) | 432 | 2.3 |
| (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 | 26 | 0.1 |
| (h) Charitable organizations | 3 | 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 | 7 | 0.0 |
| (n) Other | 12 | 0.0 |
| Total | 5,237 | 2.9 |
| By Discretionary | ||
| Discretionary | 5,194 | 2.8 |
| Non-Discretionary | 43 | 0.0 |
| Total | 5,237 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 5,237 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001983670] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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