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ROONEY WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#5,257
of 5,480 advisers by AUM
Average account
$215K
across 5 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$1M
Discretionary %
0%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$0
Non-Discretionary AUM$1M
Discretionary %0%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

OBEL, EMMANUEL
SAN MATEO, CA
$1M
PLEASANTON WEALTH LLC
PLEASANTON, CA
$1M
HARVEST CAPITAL STRATEGIES LLC
SAN FRANCISCO, CA
$1M
-0.3% 1Y
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.
WOODLAND HILLS, CA
$1M
TREVERI CAPITAL LLC
ROSEMEAD, CA
$1M
TCW-WLA JV VENTURE LLC
LOS ANGELES, CA
$1M
-51.5% 1Y

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