RIA Intel›Advisers›New Hampshire›ROCKWORTH INVESTMENT SERVICES LLC

ROCKWORTH INVESTMENT SERVICES LLC

Advisory

CENTER CONWAY, NH

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$128K

across 61 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$149K

Discretionary %98.1%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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