ROCKWOOD WEALTH MANAGEMENT, LLC of NEW HOPE, PA is an SEC-registered investment adviser (CRD 137481). Regulatory assets under management: $2.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| James A Smith | CHIEF INVESTMENT OFFICER | Charlottesville, VA |
| John Robert Augenblick | MEMBER | — |
| Mark Theodore Kelly | MEMBER | — |
| Samuel Whitaker Feldbaum | MEMBER | — |
| Megan Jane Lottier | CHIEF COMPLIANCE OFFICER | — |
| Kenny Brian Bauer | MEMBER | — |
| Robert Thomas Stephenson | MEMBER | — |
| John T Hagan | MEMBER; PRINCIPAL | — |
| Paige E Marlow | MEMBER; PRINCIPAL | — |
| Renee A Schuster | MEMBER | — |
| Robert M Vogel | MEMBER | — |
| Brian M Hansen | MEMBER | — |
| Alaina Masler Gilbert | MEMBER | — |
| SMITH BENJAMIN A | CHIEF INVESTMENT OFFICER | — |
| TOAL THADDEUS NORMAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER | — |
| AUGENBLICK JOHN ROBERT | MEMBER | — |
| BOOTH BRIAN DAVID | MANAGING MEMBER; MEMBER | — |
| BAUER KENNY BRIAN | MEMBER | — |
| KELLY MARK THEODORE | MEMBER | — |
| FELDBAUM SAMUEL W | MEMBER; OWNER; PARTNER | — |
| Lottier Megan Jane | CHIEF COMPLIANCE OFFICER | — |
| FELDBAUM SAMUEL WHITAKER | MEMBER | — |
| Stephenson Robert Thomas | MEMBER | — |
| GILBERT ALAINA MASLER | MEMBER | — |
| Hagan John T | PRINCIPAL | — |