Rockwood Wealth Management, LLC is a reputable regional investment advisory firm located in New Hope, PA. With their headquarters based in this picturesque town, the firm operates from a single office. Boasting a dedicated team of 38 skilled professionals, nearly all of them specialize in providing comprehensive investment advisory services.
Rockwood Wealth Management, LLC prides itself on its impressive track record, managing an average of approximately $37,410,000 in assets per investment advisor. Their compensation structure is diverse and caters to individual needs, including a percentage of assets under management and fixed ...
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Assets Under Mgmt
$1.38B
Investment Professionals
37
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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