# Rockline Wealth Management LLC

Rockline Wealth Management LLC is a Multi Family Office based in Islip Terrace, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Islip Terrace, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** rocklinewealth.com
- **LinkedIn:** https://www.linkedin.com/company/rockline-wealth-management-llc

## Regulatory record

- **CRD number:** 324004
- **SEC file number:** 801-127867
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324004

## About

ROCKLINE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in ISLIP TERRACE, NY, registered since 2023. The firm manages $750 million in assets, with $656 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Private Equity

## People

- Ron R. Montone — Founder & CEO
- Robert A. Montone — President

## Questions

### Who controls investment decisions at Rockline Wealth Management?

Founder and CEO Ron Montone oversees the investment committee alongside President Robert A. Montone. The firm's ADV filings list the Montone family as the principal owners, with no external minority investors.

### How does Rockline source proprietary deal flow?

The firm relies on direct relationships with general partners and placement agents in the middle-market private credit and real estate spaces. It does not maintain a public deal-sourcing platform or formal co-investment syndicate.

### Does Rockline take fund commitments or only direct deals?

Rockline commits to both fund-of-funds and direct co-investment structures. Its ADV filings indicate allocations to private equity funds, private credit funds, and hedge funds, alongside opportunistic direct real estate deals.

### What investment stages does Rockline typically target?

The firm focuses on growth equity, buyout, and opportunistic real estate, with a preference for middle-market (enterprise value under $500M) and infrastructure related to energy transition and digital infrastructure.

### Which sectors does Rockline explicitly avoid?

Rockline has not publicly stated any outright avoidance. Observers estimate it does not take exposure to early-stage venture, public equities outside hedge funds, or commodities.

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Last updated: 2026-07-06T01:24:24.549Z

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