ROCKWOOD WEALTH MANAGEMENT, LLC

CRD 137481File 801-69884

APPROVED

Retail clients

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.87B

Top 25% of cohort (national)

Discretionary AUM

$2.85B

Non-discretionary $23.7M

Clients

959

5,237 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 26, 2009
Principal office: 6464 LOWER YORK ROAD, NEW HOPE, PA, 18938
Phone: 267-983-6400
Website: https://www.linkedin.com/company/rockwood-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.87B
Discretionary AUM: $2.85B
Non-discretionary AUM: $23.7M
Discretionary accounts: 5,194
Non-discretionary accounts: 43
Total accounts: 5,237
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$4.2M
Charitable organizations	10	$11.9M
High net worth individuals	480	$2.39B
Pension and profit sharing plans	26	$79.2M
Individuals (other than high net worth individuals)	438	$381.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	971	959
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.