Rockwood Wealth Management, LLC

$2.87BAssets under management
as of Jul 2026 · SEC Form ADV
New Hope, PA
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Tech stack

No one at Rockwood Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Rockwood Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $1.2B held · filed Nov 2024
Schwab
Per Form ADV · $370M held · filed Nov 2024