$725.1K Total AUM
$725.1K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2025
- Office Locations
- 1
Office Locations
-- Broadway VA
About Rohde Wealth Management
Rohde Wealth Management, LLC is a Virginia-registered RIA providing personalized wealth management and fiduciary financial planning for individual investors. Portfolios are built primarily with ETFs and public funds, with planning support spanning estate/legacy and tax-efficient strategies. Client accounts are accessed via Charles Schwab, supporting Schwab-custodied relationships.
Team overview
-- AVG AGE
$725.1K AVG AUM / ADVISOR
$181.3K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
J
JONAS ALEXANDER ROHDE
Chief Compliance Officer, Managing Member
- CRD
- #8150884
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $725,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $725,106 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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