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Rockline Wealth Management

Rockline Wealth Management Revenue

Financial ServicesFlag of US2701 Sunrise Hwy, Islip Terrace, United States1-10 Employees

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Rockline Wealth Management revenue & valuation

Annual revenue$855,550
Revenue per employee$86,000
Estimated valuation?$2,800,000
Total fundingNo funding

Key Contact at Rockline Wealth Management

Flag of US

Anthony Santo

Vice President, Wealth Management Advisor

Company overview

Headquarters2701 Sunrise Hwy, Islip Terrace, New York 11752, US
Phone number+15166051624
Website
NAICS52
SIC736
Founded2018
Employees1-10
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.

FormatExamplePercentage
{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

Entry
Intern
Manager

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.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Amazon S3

Amazon S3

CDN

Frequently asked questions

Rockline Wealth Management is located in 2701 Sunrise Hwy, Islip Terrace, US.
You can reach Rockline Wealth Management at +15166051624.
Rockline Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.
Rockline Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Rockline Wealth Management was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Rockline Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

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