Rookwood Wealth

Overview

Rookwood Wealth is a small, independent registered investment advisor operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and families, including small-business owners. The firm runs fee arrangements that combine a percentage-of-assets model with fixed fees, positioning itself to work on ongoing wealth management engagements as well as discrete planning projects. Investment emphasis skews toward public equities: exchange-traded securities are the core building blocks of client portfolios, with active use of separately managed account structures and fund vehicles to deliver equity exposure and tilts where appropriate. Risk management and diversification appear to be handled through liquid public markets, supplemented by select third-party alternative allocations to real estate. Rookwood Wealth does not position itself as an ESG-focused or pension-consulting practice and operates from a single office footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices