Asset ManagerRIA · CRD 337504SEC-Registered

Updated:

Rothwell Investment Advisors

ROTHWELL INVESTMENT ADVISORS is an SEC-registered investment adviser in Salem, MA, registered since 2025. The firm manages approximately $188 million in...

Rothwell Investment Advisors

ROTHWELL INVESTMENT ADVISORS is an SEC-registered investment adviser in Salem, MA, registered since 2025. The firm manages approximately $188 million in assets. It has 5 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Rothwell Investment Advisors?

No named principals or investment committee members are publicly disclosed. The firm does not list a management team on any accessible registry or website.

What investment strategies does Rothwell Investment Advisors employ?

There is no public information on Rothwell's investment strategies. The firm has not disclosed its asset-class focus or deployment methods.

Is Rothwell Investment Advisors a family office or an asset manager?

The firm's official classification is unclear. Based on the name, it likely operates as a registered investment advisor (RIA) or asset manager, but no governing documents or regulatory filings confirm this.

Where does the underlying wealth come from for Rothwell Investment Advisors?

No information is available on the source of capital managed by Rothwell. The firm does not publicly associate itself with any family or institutional wealth origin.

Does Rothwell Investment Advisors have any known portfolio companies?

No portfolio companies or deal activity are cited in public records or media reports. The firm's investment holdings are undisclosed.

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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