ROCKLINE WEALTH MANAGEMENT LLC

CRD 324004File 801-127867

APPROVED

Retail clients

Custody

Filing as of Feb 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$749.6M

Above cohort median (national)

Discretionary AUM

$655.6M

Non-discretionary $94.0M

Clients

918

1,494 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 1, 2023
Principal office: 2701 SUNRISE HIGHWAY, ISLIP TERRACE, NY, 11752
Phone: 516-605-1624
Website: https://www.instagram.com/rockline_wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $749.6M
Discretionary AUM: $655.6M
Non-discretionary AUM: $94.0M
Discretionary accounts: 1,457
Non-discretionary accounts: 37
Total accounts: 1,494
AUM per client: $817K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$17.7M
Charitable organizations	Fewer than 5	$3.0M
High net worth individuals	339	$546.0M
Pension and profit sharing plans	39	$88.0M
Individuals (other than high net worth individuals)	522	$95.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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 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.