Rookwood Wealth Management, LLC (Cinti)

Rookwood Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rookwood Wealth Management: assets under management

The assets under management (AUM) of Rookwood Wealth Management, LLC is $16.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $822.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rookwood Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Cinti

The principal office where Rookwood Wealth Management, LLC performs its advisory services is located at 1120 E. Rookwood Dr., Cinti, OH 45208, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-871-7813 or by fax 513-871-7815. The normal business hours are 9 a.m.-3 p.m. on Monday - Friday.

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