Rooney Wealth Management
RIAState Registered
Total AUM
$1.1M
Discretionary
$0
0% of AUM
Avg account
$215K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338991
- Website
- www.rooneywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rooney Wealth Management is a California-based limited liability company owned by an individual adviser that provides financial planning and portfolio management to individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. It identifies itself as an active ESG investor and implements advisory services on a non-multi-state basis, operating primarily within California.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds21%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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