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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2005
- Office Locations
- 1
Office Locations
About Rockwood Wealth Management, LLC
Rockwood Wealth Management is a fee-only advisory firm based in New Hope, PA, serving a limited number of high-net-worth clients in Bucks County and nationwide. The firm provides integrated financial planning and investment management with tax coordination, estate and legacy planning, risk management, retirement, and education planning, often working alongside clients’ CPAs and other professionals. No commissions or proprietary products; experience with university professionals and physicians/executives.
Team overview
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Asset Classes
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
JOHN ROBERT AUGENBLICK
Chief Executive Officer
- CRD
- #5238201
- Ownership
- 50% but less than 75%
SAMUEL WHITAKER FELDBAUM
Principal
- CRD
- #5892111
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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MARK ARCIDIACONO JR
Client Advisor
- CRD
- #6088693
Casey Baker
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- CRD
- #7900550
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,846,229,908 | $547,984 |
| Non-Discretionary | $23,670,494 | $550,477 |
| Total | $2,869,900,402 | $548,005 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | 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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