Rockwood Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Hope, PA. Its latest Form ADV filing, dated April 29, 2026, reports $2.9B in regulatory assets under management, 53 employees, and 5,237 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
491
2
HNWI
44.5%
432
3
Pension Plans
2.7%
26
4
Irrevocable Trusts/Estates
1.2%
12
5
Corporations
0.7%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 29, 2026
Discretionary99.2%
$2.8B
99% of total RAUM99.2%
Non-discretionary0.8%
$24M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts5,237
10Y AUM Change+$2.4B (+496.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee18:1
10Y Employee Change+42 (+381.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.