RIA Intel›Advisers›Delaware›ROOKWOOD WEALTH MANAGEMENT LLC

ROOKWOOD WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$868K

across 10 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

6 clients

6 high-net-worth

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

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

ALVA CAPITAL MANAGEMENT, LLC

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COLEMAN RIVER CAPITAL LLC

$9M

-42.0% 1Y

LEGACY RIDGE CAPITAL MANAGEMENT, LLC

$9M

RMW WEALTH MANAGEMENT, LLC

$9M

GUARASCIO CONSULTANTS, LLC

$9M

LIONSOUL GLOBAL ADVISORS LLC

LONDON, DE

$8M

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