ISLIP TERRACE, NYCRD 324004Latest ADV February 20, 2026
Rockline Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Islip Terrace, NY. Its latest Form ADV filing, dated February 20, 2026, reports $750M in regulatory assets under management, 4 employees, and 1,494 accounts.
Assets Under Management
$750M
Employees
4
Offices
--
Total Clients
918
Primary office
ISLIP TERRACE, NY
2701 SUNRISE HIGHWAY, ISLIP TERRACE, NY, United States
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
522
2
HNWI
36.9%
339
3
Pension Plans
4.2%
39
4
Corporations
1.7%
16
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of February 20, 2026
Discretionary87.5%
$656M
87% of total RAUM87.5%
Non-discretionary12.5%
$94M
13% of total RAUM12.5%
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.
Total AUM$750M
Total Accounts1,494
10Y AUM Change+$750M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee230:1
10Y Employee Change-3 (-42.9%)
* 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.