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Rockwood Wealth Management, LLC CRD 137481
$2.87B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6464 Lower York Road, New Hope, PA 18938 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management, Llc | New Hope | PA | 12/2008 | Present |
John Robert Augenblick is a School Director of New Hope Solebury School Board. John Augenblick is the sole Member of the holding entity, Reeder York Holdings LLC. He spends about one hour a month on this activity and will not receive any yearly compensation. John Augenblick is the sole Member and Investor of the holding entity, Logan Holdings, LLC. This entity will be purchasing real estate held for personal investment. He spends about one hour a month on this activity and will not receive any yearly compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-12 |
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