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ROCKWOOD WEALTH MANAGEMENT, LLC

Investment AdviceNEW HOPE, PA

Assets Under Management

$2.2B

Total AUM

Donut chart: Discretionary 2.2B, Non-Discretionary 26.7M
Category	Value
Discretionary	2.2B
Non-Discretionary	26.7M

Adviser Information

Field	Value
CRD Number	137481
SEC Number	801-69884
Street Address	6464 LOWER YORK ROAD
Location	NEW HOPE, PA 18938
Country	United States
Phone	267-983-6400
Total Employees	48

Client Count by Type (1,021 Total)

Horizontal bar chart: Individuals (other than H… 457, High Net Worth Individual… 399, Other 86, Pension/Profit Sharing Pl… 37, Corporations/Businesses 37, Charitable Organizations 5
Category	Value
Individuals (other than H…	457
High Net Worth Individual…	399
Other	86
Pension/Profit Sharing Pl…	37
Corporations/Businesses	37
Charitable Organizations	5

Rockwood Wealth Management, Llc, PA — Investment Adviser | BuildTrust