Rockwood Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

137481

SEC number

801-69884

Firm type

RIA

Assets under management

$2.9B as of May 15, 2026

Website

www.linkedin.com/company/rockwood-wealth-management ↗

Phone

267-983-6400

Address

6464 Lower York Road, New Hope, PA, 18938

Advisors at this firm

45 in our index · page 1 of 1

• Mark ArcidiaconoCRD 6088693 · New Hope, PA
  IA RegisteredRegistration inactive
• John Robert AugenblickCRD 5238201 · New Hope, PA
  IA Registered
• Kenny Brian BauerCRD 2861423 · New Hope, PA
  IA Registered
• Geraldine T BroadbentCRD 4490330 · New Hope, PA
  IA Registered
• John CollinsCRD 7808560 · New Hope, PA
  IA RegisteredRegistration inactive
• Courtney Lynn DurhamCRD 6664554 · New Hope, PA
  IA Registered
• Maxwell Valentine DalavaiCRD 7233378 · New Hope, PA
  IA RegisteredRegistration inactive
• Robert Ney DusekCRD 7775296 · New Hope, PA
  IA Registered
• Kimberly A EvansCRD 7535060 · New Hope, PA
  IA Registered
• Samuel Whitaker FeldbaumCRD 5892111 · New Hope, PA
  IA Registered
• Michael D FlatenCRD 6094991 · New Hope, PA
  IA RegisteredRegistration inactive
• Jack Paul GawasonCRD 7782997 · New Hope, PA
  IA Registered
• Najeedah GhiasCRD 6971514 · New Hope, PA
  IA Registered
• James Hunter GilmoreCRD 8110908 · New Hope, PA
  IA Registered
• John T HaganCRD 6968248 · New Hope, PA
  IA Registered
• Brian M HansenCRD 7310906 · New Hope, PA
  IA Registered
• John Earl HelvieCRD 7519312 · New Hope, PA
  IA Registered
• Benjamin S HermanCRD 7763256 · New Hope, PA
  IA Registered
• Joseph Robert HoukCRD 7455119 · New Hope, PA
  IA Registered
• Mark Theodore KellyCRD 4443072 · New Hope, PA
  IA Registered
• Adam R KlazmerCRD 6103797 · New Hope, PA
  IA RegisteredRegistration inactive
• Courtney KrzaczykCRD 7488620 · New Hope, PA
  IA Registered
• Jeffrey Baker LlewellynCRD 6226466 · New Hope, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Andrew LittleCRD 8146934 · New Hope, PA
  IA Registered
• Megan Jane LottierCRD 6617794 · New Hope, PA
  IA Registered
• Paige E MarlowCRD 5111800 · New Hope, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jade Alanah MeierCRD 7168797 · New Hope, PA
  IA Registered
• Leigh MachionCRD 8141883 · New Hope, PA
  IA Registered
• Robert James MaloneyCRD 7960149 · New Hope, PA
  IA Registered
• Siddhi Sagar MalvankarCRD 8042552 · New Hope, PA
  IA Registered
• Catherine P MorganCRD 7245901 · New Hope, PA
  IA Registered
• Emily O'connorCRD 8224168 · New Hope, PA
  IA Registered
• Phoebe O'malleyCRD 7132966 · New Hope, PA
  IA RegisteredRegistration inactive
• Kyle David QuigleyCRD 7045450 · New Hope, PA
  IA Registered
• Travis Simao Roe-RaymondCRD 5884838 · New Hope, PA
  IA RegisteredRegistration inactive
• Natalia RybakCRD 7539336 · New Hope, PA
  IA Registered
• Renee A SchusterCRD 5672786 · New Hope, PA
  IA RegisteredRegistration inactive
• Viviana Marie SalgadoCRD 8132701 · New Hope, PA
  IA Registered
• Carlie Elizabeth ShorrCRD 7744419 · New Hope, PA
  IA Registered
• James A SmithCRD 7410957 · New Hope, PA
  IA Registered
• Daphne Jillian SmoleyCRD 7932792 · New Hope, PA
  IA RegisteredRegistration inactive
• Robert Thomas StephensonCRD 6560636 · New Hope, PA
  IA Registered
• Robert M VogelCRD 4140530 · New Hope, PA
  IA Registered
• Jack Paul VentrescaCRD 7960139 · New Hope, PA
  IA Registered
• Jackson Charles WestCRD 8132666 · New Hope, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.