Daphne Jillian Smoley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 08/2024
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 06/2021 → 05/2025
  University Of Wisconsin- Madison
  Madison, WI
• 09/2017 → 07/2021
  East Ridge High School
  Woodbury, MN
• 09/2014 → 06/2017
  Lake Middle School
  Woodbury, MN
• 06/2023 → 07/2025
  Enspyre Wealth Advisors
  Woodbury, MN
• 08/2023 → 01/2024
  University Of Wisconsin - Madison
  Madison, WI
• 05/2022 → 08/2022
  Ymca Camp St. Croix
  Hudson, WI
• 07/2019 → 12/2021
  Sems Swim Club
  Woodbury, MN
• 12/2020 → 06/2021
  Caribou Coffee
  Woodbury, MN
• 08/2025 → Present
  Rockwood Wealth Management, Llc
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-04