| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluespring Wealth Partners, LLC Control | Owner | Over 75% | 2024 |
| Jessica Lee Rodgers Control | Principal | Under 5% | 2024 |
| Rick Lee Rodgers Control | Financial Advisor | Under 5% | 2024 |
Rodgers & Associates, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Rodgers & Associates, LLC reports 19 employees.
Rodgers & Associates, LLC is based in Lancaster, PA and has been SEC-registered since 2003.
Rodgers & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2025 Lititz Pike, Lancaster, PA 17601 |
| Phone | 717-560-3800 |
| Office hours | Monday - Thursday 8:00 a.m. - 5:00 p.m., Friday 8:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1846515 |
| Discloses disciplinary history | No |
| Discretionary | $1.49B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.49B |