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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rookwood Wealth Management LLC
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|---|---|
| CRD # | 143983 |
| SEC # | 801-130111 |
| CIK # | |
| AUM | $168.1 M (2025-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 513-871-7815 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 2.1 |
| (b) Individuals (high net worth individuals) | 36 | 166.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 168.1 |
| By Discretionary | ||
| Discretionary | 175 | 168.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 168.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.1 | |
| Total | 175 | 168.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
Goyette Financial Planning Inc
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CA | 0.2 |
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Vines Capital Management LLC
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LA | 0.2 |
|
Armada Advisors Inc
✚
|
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|
Levin Funding Group LLC
✚
|
AZ | 0.2 |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Integrity Investment Advisors LLC
✚
|
0.2 | |
|
Laughlin Financial LLC
✚
|
IN | 0.2 |