ROOKWOOD WEALTH

ROOKWOOD WEALTH is an SEC-registered investment adviser (CRD 335267). Regulatory assets under management: $8.7M.

Registration

• CRD: 335267
• Type: Registered investment adviser
• Phone: (202) 716-0265
• Latest filing: 2026-02-13
• Regulatory AUM: $8.7M
• Discretionary AUM: $8.7M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 335267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search