James A Smith is listed as Chief Investment Officer at Rockwood Wealth Management, LLC in New Hope, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Rockwood Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James A Smith work?
James A Smith is listed as Chief Investment Officer at Rockwood Wealth Management, LLC on SEC Form ADV.
How much of Rockwood Wealth Management, LLC does James A Smith own?
Form ADV reports a beneficial ownership band of Under 5%.