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Rookwood Wealth Management
Rookwood Wealth Management is an SEC-registered investment adviser since 2024. It manages $205 million in regulatory assets. The firm has 2 employees and 1...
Rookwood Wealth Management
Rookwood Wealth Management is an SEC-registered investment adviser since 2024. It manages $205 million in regulatory assets. The firm has 2 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2024
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Frequently asked questions
Is Rookwood Wealth Management affiliated with a bank or wirehouse?
No. Rookwood operates as an independent registered investment advisor, per its regulatory filings. This independence means the firm does not face proprietary-product quotas or revenue-sharing agreements that can influence asset-allocation decisions at bank-trust departments or national brokerage firms. For family-office clients who value open-architecture manager selection, that separation carries structural weight.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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