Rockline Wealth Management LLC
● SEC registered since 2023CRD 324004SEC# 801-127867Islip Terrace, NY
Reg. AUM
$749.6M
Employees
4
Accounts
1,494
Location
Islip Terrace, NY
Rockline Wealth Management LLC assets under management
Rockline Wealth Management LLC is an SEC-registered investment adviser based in Islip Terrace, NY. The firm has been registered since 2023. It reports $749.6 million in regulatory assets under management and employs 4 people.
Rockline Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Michael Gallante Control | Owner, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Rockline Wealth Management LLC manage?
Rockline Wealth Management LLC reports $749.6 million in regulatory assets under management on its Form ADV.
How many employees does Rockline Wealth Management LLC have?
Rockline Wealth Management LLC reports 4 employees.
Where is Rockline Wealth Management LLC located?
Rockline Wealth Management LLC is based in Islip Terrace, NY and has been SEC-registered since 2023.
Does Rockline Wealth Management LLC disclose fund performance?
Rockline Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2701 Sunrise Highway, Islip Terrace, NY 11752 |
| Phone | 516-605-1624 |
| Fax | 516-224-9383 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$749.6M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$749.6Mregulatory AUM
Discretionary $655.6MNon-discretionary $94M