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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 | 2016-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockwood Wealth Management Llc | New Hope | PA | 03/2015 | Present |
CPA License #CA042500 and in good standing. New Hope Solebury Education Fund. Location of the business: 180 W Bridge Street, New Hope, PA 18938. Position Title: Vice President and Treasurer; Responsibilities Duties: Monthly meeting, fundraising;Start date with business: 2015-06-01;Hours devoted to business during trading hours: 0;Hours devoted to business outside trading hours: 10;Percentage of total yearly compensation expected to be derived from the business: 0;
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