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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 | 2017-12-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leonard Brodsky & Associates/ Commonwealth Financial | New Hope | PA | 05/2016 | 11/2017 |
| Rockwood Wealth Management | New Hope | PA | 12/2017 | Present |
| Rockwood Wealth Managment | New Hope | PA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-17 |
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