Rohde Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 338260
- Website
- rohdewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rohde Wealth Management is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee approach combines a percentage-of-assets-under-management charge with hourly billing for certain services. According to the available profile, Rohde Wealth Management does not market itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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