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Rookwood Wealth Management, LLC

● SEC registered since 2024CRD 143983SEC# 801-130111
Export (members)
Reg. AUM
$168.1M
Employees
2
Accounts
175
Location

Rookwood Wealth Management, LLC assets under management

Rookwood Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $168.1 million in regulatory assets under management and employs 2 people.

Rookwood Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eva Cecilia Gilkey Booher ControlPresident And Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Rookwood Wealth Management, LLC manage?

Rookwood Wealth Management, LLC reports $168.1 million in regulatory assets under management on its Form ADV.

How many employees does Rookwood Wealth Management, LLC have?

Rookwood Wealth Management, LLC reports 2 employees.

Does Rookwood Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone513-871-7815
Fax513-871-7816
Office hours9 a.m.-4 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.1M
Non-discretionary$0
Total (RAUM)$168.1M