


Rockline Wealth Management Revenue
Financial Services • 2701 Sunrise Hwy, Islip Terrace, United States • 1-10 Employees
Rockline Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contact at Rockline Wealth Management
Anthony Santo
Vice President, Wealth Management Advisor
Company overview
| Headquarters | 2701 Sunrise Hwy, Islip Terrace, New York 11752, US |
| Phone number | +15166051624 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Rockline Wealth Management Email Formats
Rockline Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@rocklinewealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@rocklinewealth.com | 75% |
{first name}.{last name} | john.doe@rocklinewealth.com | 25% |
About Rockline Wealth Management
Rockline Wealth Management, LLC is a financial services firm built on 3 pillars: Reliability, Transparency, and Simplicity. With over 80 years of combined experience advising clients on their financial needs, our team at RWM strives to provide an unparalleled level of client service and education. Rockline Wealth Management, LLC is registered as an investment adviser with U.S. Security and Exchange Commission and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Third party posts found on this profile are not an endorsement and do not reflect the views of Rockline Wealth Management, LLC.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Rockline Wealth Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Rockline Wealth Management has never raised funding before.
Rockline Wealth Management Tech Stack
Discover the technologies and tools that power Rockline Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
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Frequently asked questions
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