CRD: 324004
Rockline Wealth Management LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
About Rockline Wealth Management LLC
Rockline Wealth Management is an SEC-registered RIA on Long Island (Islip Terrace, NY) focused on retirement planning. The firm provides financial planning and ongoing portfolio implementation/monitoring for individuals plus corporate retirement planning support, including 403(b) resources, estate planning reviews, and guidance for clients moving abroad. Investment work emphasizes diversified portfolio construction using ETFs, mutual funds, and fixed income. Recognized by Forbes and the 2025 Inc. 5000.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GABRIEL MICHAEL GALLANTE
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6084899
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS ANTHONY COLUZZI
--
- CRD
- #6935105
Salvatore Licata
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- CRD
- #7711929
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $655,620,201 | $449,980 |
| Non-Discretionary | $94,011,541 | $2,540,852 |
| Total | $749,631,742 | $501,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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