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Rooney Wealth Management
Rooney Wealth Management is a state-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1...
Overview
Rooney Wealth Management is a state-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Rooney Wealth Management?
No named principals or investment committee members have been identified in public sources. The firm's website and regulatory filings do not list a CEO, CIO, or advisory team.
Does Rooney Wealth Management participate in direct deals or co-investments?
No direct deals or co-investments have been publicly attributed to the firm. Its known activity centers on portfolio management for individual clients, not proprietary deal-making.
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