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Rooney Wealth Management
Rooney Wealth Management is a New York-based RIA structuring portfolios for high-net-worth clients.
Rooney Wealth Management
Rooney Wealth Management is a registered investment advisor based in New York. The firm's founding year and ownership structure are not publicly documented. No named principals appear in regulatory filings or press coverage. The firm likely structures client portfolios across traditional asset classes, including equities, bonds, and cash alternatives. No direct investments or co-investment activity has been reported. Geographic focus appears limited to the United States, centered on the New York metropolitan area. Total AUM is not disclosed. Team size and office footprint beyond New York are unknown. No philanthropic or operating-company vehicles have been identified in public records. As a registered advisor, Rooney Wealth Management operates under SEC or state regulatory oversight. Its governance model follows standard RIA compliance structures, with fiduciary obligations to clients but no publicly disclosed succession or ownership plan.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
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.
What is Rooney Wealth Management's AUM?
The firm does not publicly disclose assets under management. No AUM figure appears in regulatory filings or media reports.
Is Rooney Wealth Management a single-family office?
Public records classify Rooney Wealth Management as a registered investment advisor (RIA), not a family office. Its structure suggests it manages assets for multiple clients rather than a single family.
What investment strategies does Rooney Wealth Management use?
The firm's disclosed approach focuses on traditional asset allocation, likely covering equities and fixed income. No specific strategies, such as direct private investments or alternatives, have been confirmed.
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.
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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