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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2012
- Office Locations
- 1
Office Locations
About Rookwood Wealth Management, LLC
Rockwood Wealth Management is a fee-only, fiduciary advisory firm serving a deliberately limited roster of high-net-worth clients, including specialized work with special-needs planning, university faculty/administrators, and physicians/executives. It delivers integrated financial planning and investment management with coordinated tax and estate strategy alongside clients’ CPAs and other professionals. Portfolios are primarily ETF-based with supplemental fixed income, and custody includes Charles Schwab.
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Owner & Executives
EVA CECILIA GILKEY BOOHER
Chief Compliance Officer, President
- CRD
- #2140342
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,354,528 | $1,092,311 |
| Non-Discretionary | $0 | -- |
| Total | $205,354,528 | $1,092,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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