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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 | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hunting Lodge Llc | Upper Black Eddy | PA | 06/2009 | 02/2021 |
| Gopuff | New York | NY | 03/2021 | 04/2022 |
| Cloudkitchens | New York | NY | 05/2022 | 01/2023 |
| Rockwood Wealth Management, Llc | New Hope | PA | 06/2025 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 06/2025 | Present |
| My Cooking Party | New York | NY | 01/2023 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
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