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Rockline Wealth Management LLC

● SEC registered since 2023CRD 324004SEC# 801-127867Islip Terrace, NY
Export (members)
Reg. AUM
$749.6M
Employees
4
Accounts
1,494
Location
Islip Terrace, NY

Rockline Wealth Management LLC assets under management

Rockline Wealth Management LLC is an SEC-registered investment adviser based in Islip Terrace, NY. The firm has been registered since 2023. It reports $749.6 million in regulatory assets under management and employs 4 people.
www.instagram.com/rockline_wealthView on SEC.gov ↗

Rockline Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Gabriel Michael Gallante ControlOwner, Chief Executive Officer, Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Rockline Wealth Management LLC manage?

Rockline Wealth Management LLC reports $749.6 million in regulatory assets under management on its Form ADV.

How many employees does Rockline Wealth Management LLC have?

Rockline Wealth Management LLC reports 4 employees.

Where is Rockline Wealth Management LLC located?

Rockline Wealth Management LLC is based in Islip Terrace, NY and has been SEC-registered since 2023.

Does Rockline Wealth Management LLC disclose fund performance?

Rockline Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2701 Sunrise Highway, Islip Terrace, NY 11752
Phone516-605-1624
Fax516-224-9383
Office hours8 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$655.6M
Non-discretionary$94M
Total (RAUM)$749.6M