ROTHWELL INVESTMENT ADVISORS LLC

ROTHWELL INVESTMENT ADVISORS LLC of SALEM, MA is an SEC-registered investment adviser (CRD 337504). Regulatory assets under management: $187.7M.

Registration

• CRD: 337504
• SEC file number: 801-133979
• Type: Registered investment adviser
• Location: 11A DERBY SQUARE, SALEM, MA, 01970
• Phone: 978-594-8828
• Latest filing: 2026-03-30
• Regulatory AUM: $187.7M
• Discretionary AUM: $187.7M
• Clients: 5
• Accounts: 1,363

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337504 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search