Rookwood Wealth Management, LLC
● SEC registered since 2024CRD 143983SEC# 801-130111
Reg. AUM
$205.4M
Employees
2
Accounts
188
Location
—
Rookwood Wealth Management, LLC assets under management
Rookwood Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $205.4 million in regulatory assets under management and employs 2 people.
Rookwood Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eva Cecilia Gilkey Booher Control | President And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Rookwood Wealth Management, LLC manage?
Rookwood Wealth Management, LLC reports $205.4 million in regulatory assets under management on its Form ADV.
How many employees does Rookwood Wealth Management, LLC have?
Rookwood Wealth Management, LLC reports 2 employees.
Does Rookwood Wealth Management, LLC disclose fund performance?
Rookwood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 513-871-7815 |
| Fax | 513-871-7816 |
| Office hours | 9 a.m.-4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$205.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$205.4Mregulatory AUM
Discretionary $205.4M