Rookwood Wealth Management, LLC

Overview

Rookwood Wealth Management, LLC is an independent RIA that positions itself as a capital allocator for individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of outside advisers, which suggests a consultative model that blends in-house portfolio oversight with access to third-party strategies when appropriate. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, allowing flexibility for different client situations. Investment activity is weighted toward public equities: the firm shows a clear preference for exchange-traded securities and ETFs as the primary vehicle for client exposure. That equity focus is complemented by allocations to mutual funds and annuities for specific objectives, and Rookwood also uses third-party managers to source alternative exposure, most notably real estate. The firm’s advisory scope includes work for individuals, small businesses and institutional/business clients, and it provides pension consulting and selection-of-other-advisers services as part of its offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices