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ROCKWOOD WEALTH MANAGEMENT, LLC

NEW HOPE, PA · CRD 137481 · IAPD ↗ · 267-983-6400

$2.87BRegulatory AUM
47Advisory reps
53Employees
0Clients
More than 500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — ROCKWOOD WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — ROCKWOOD WEALTH MANAGEMENT, LLC reported RAUM up 31% ($2.19B -> $2.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — ROCKWOOD WEALTH MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — ROCKWOOD WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — ROCKWOOD WEALTH MANAGEMENT, LLC reported RAUM up 28% ($1.38B -> $1.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.