Rohde Wealth Management

Overview

Rohde Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individuals and families, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for planning or consultative work. The adviser does not describe itself as an active ESG investor and is not identified as a multi-state adviser or a pension consultant. The firm does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives