Rothamel Wealth Management, LLC

Overview

Rothamel Wealth Management, LLC is an independent Registered Investment Advisor serving individuals and families with a mix of financial planning and portfolio management services. The firm charges a percentage of assets under management and also offers hourly engagement options, and it runs educational seminars and pension consulting on a limited basis. Investment activity centers on liquid public-market exposure—primarily exchange-traded equities and mutual funds—supplemented by allocations to yield- and income-oriented instruments and third‑party alternative managers. The adviser does not identify as an active ESG investor and operates under an owner-operator structure focused on direct client relationships rather than institutional capital raising. Services emphasize personalized planning and discretionary portfolio management for individuals and small businesses, with an educational component for clients. Custody and execution are consolidated through a single primary custodian, which supports the firm’s operational model of client-focused advisory relationships and managed account reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices