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Rooney Wealth Management
Rooney Wealth Management is an SEC-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee...
Rooney Wealth Management
Rooney Wealth Management is an SEC-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.
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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