Rockwood Wealth Management
Financial Services • 
Solebury, Pennsylvania, United States • 51-100 Employees
Company overview
| Headquarters | 6464 Lower York Rd, New Hope, Pennsylvania 18938, US |
| Phone number | +12679836400 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2007 |
| Employees | 51-100 |
| Socials |
Key Contact at Rockwood Wealth Management
John Augenblick
Chief Executive Officer
Rockwood Wealth Management Email Formats
Rockwood Wealth Management uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@rockwoodwealth.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@rockwoodwealth.com | 54.5% |
{first initial}.{last name} | j.doe@rockwoodwealth.com | 34.1% |
{first initial} | j@rockwoodwealth.com | 9.1% |
{first initial}{last name} | jdoe@rockwoodwealth.com | 2.3% |
About Rockwood Wealth Management
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.
Rockwood Wealth Management revenue & valuation
| Annual revenue | $19,000,000 |
| Revenue per employee | $333,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $60,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Rockwood Wealth Management has 37 employees across 6 departments.
Departments
Number of employees
Funding Data
Rockwood Wealth Management has never raised funding before.
Rockwood Wealth Management Tech Stack
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