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Inactive

Viviana Marie Salgado

Rockwood Wealth Management, LLC

New Hope, PA

CRD 8132701

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Employer firm

Rockwood Wealth Management, LLC CRD 137481

$2.87B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-01
  • PA RA
    APPROVED
    Since 2026-01-01

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Philadelphia PA 02/2015 12/2021
La Salle University Philadelphia PA 01/2022 08/2022
Usa Tax Services Philadelphia PA 01/2023 04/2023
Retireus Philadelphia PA 06/2023 08/2023
Rockwood Wealth Management, Llc Philadelphia PA 01/2024 05/2025
Rockwood Wealth Management, Llc Philadelphia PA 07/2025 Present
Rockwood Wealth Management, Llc New Hope PA 07/2025 Present
Student Philadelphia PA 08/2022 01/2023
Student Philadelphia PA 08/2023 12/2023
  • 02/2015 → 12/2021
    Unemployed
    Philadelphia, PA
  • 01/2022 → 08/2022
    La Salle University
    Philadelphia, PA
  • 01/2023 → 04/2023
    Usa Tax Services
    Philadelphia, PA
  • 06/2023 → 08/2023
    Retireus
    Philadelphia, PA
  • 01/2024 → 05/2025
    Rockwood Wealth Management, Llc
    Philadelphia, PA
  • 07/2025 → Present
    Rockwood Wealth Management, Llc
    Philadelphia, PA
  • 07/2025 → Present
    Rockwood Wealth Management, Llc
    New Hope, PA
  • 08/2022 → 01/2023
    Student
    Philadelphia, PA
  • 08/2023 → 12/2023
    Student
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-31
  • S65 Uniform Investment Adviser Law Examination
    2025-12-31

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
ORCHESTRA MEDICAL VENTURES, LLC
CW ADVISORS, LLC

Nearby Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL

Nearby Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA

More in New Hope, PA

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