# Rookwood Wealth Management

Rookwood Wealth Management is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** rookwoodwealth.com
- **LinkedIn:** https://www.linkedin.com/company/rookwood-partners

## Regulatory record

- **CRD number:** 143983
- **SEC file number:** 801-130111
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143983

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/rookwood-wealth-management

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