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| Keyboard |
| Rookwood Wealth Management LLC
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|---|---|
| CRD # | 143983 |
| SEC # | 801-130111 |
| CIK # | |
| AUM | 205.4 M (2026-04-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 513-871-7815 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 5.3 |
| (b) Individuals (high net worth individuals) | 39 | 200.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 205.4 |
| By Discretionary | ||
| Discretionary | 188 | 205.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 205.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.4 | |
| Total | 188 | 205.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |
|
Bauer Wealth Management Inc
✚
|
CO | 205.9 M |
|
Brightpath Wealth Planning LLC
✚
|
CA | 205.8 M |
|
Western Pacific Wealth Management LP
✚
|
IL | 205.5 M |
|
Manhattan Global Asset Management LLC
✚
|
NV | 205.5 M |
|
3rd Creek Investments Inc
✚
|
204.9 M | |
|
Northavenue LLC
✚
|
OH | 204.8 M |
|
The Herbst Group LLC
✚
|
204.8 M | |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 204.6 M |