ROCKWORTH INVESTMENT SERVICES LLC

ROCKWORTH INVESTMENT SERVICES LLC of CENTER CONWAY, NH is an SEC-registered investment adviser (CRD 154115). Regulatory assets under management: $7.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154115
• Type: Registered investment adviser
• Location: 115 ODELL HILL ROAD, CENTER CONWAY, NH, 03813-4411
• Phone: 603-344-9942
• Latest filing: 2026-01-15
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.6M
• Non-discretionary AUM: $149K
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search