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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| PA | RA | APPROVED | 2025-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ci Lawn Equipment | Collegeville | PA | 05/2020 | 08/2021 |
| Elliott-Lewis Corporation | Philadelphia | PA | 05/2022 | 04/2023 |
| Rockwood Wealth Management | New Hope | PA | 07/2014 | 05/2024 |
| Rockwood Wealth Management | New Hope | PA | 07/2024 | Present |
| Rockwood Wealth Management, Llc | New Hope | PA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
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