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ROOKWOOD WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$168.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 168.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 143983 |
| SEC Number | 801-130111 |
| Phone | 513-871-7815 |
| Fax | 513-871-7816 |
| Total Employees | 2 |
Client Count by Type (55 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 36 |
| Individuals (other than H… | 19 |
County data not available for this organization.