# ROCKWOOD WEALTH MANAGEMENT, LLC

ROCKWOOD WEALTH MANAGEMENT, LLC of NEW HOPE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 137481
- Type: SEC-registered investment adviser
- SEC file number: 801-69884
- Location: 6464 LOWER YORK ROAD, NEW HOPE, PA, 18938
- Phone: 267-983-6400
- Latest filing: 2026-07-16
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $23.7M
- Clients: 53
- Accounts: 5,237

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (26)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137481/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137481/similar
- Related entities: https://search.stillhousedata.com/firm/137481/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137481

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.