Multi-Family OfficeRIA · CRD 302081

Updated:

Rothamel Wealth Management

ROTHAMEL WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1...

Rothamel Wealth Management

ROTHAMEL WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Fremont

Corporate office

Fremont, OH, United States

Sector focus

Financial ServicesWealth Management

Frequently asked questions

What is Rothamel's known posture on co-investments?

There is no public evidence that Rothamel engages in co-investments alongside institutional sponsors. The firm's small scale and Ohio-based operations suggest it serves clients who prefer standard advisory services rather than club-deal or co-investment structures.

Profile maintained by 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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