Rockwood Wealth Management Revenue and Competitors

New Hope, PA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Rockwood Wealth Management's estimated annual revenue is currently $10.4M per year.(i)
  • Rockwood Wealth Management's estimated revenue per employee is $189,000

Employee Data

  • Rockwood Wealth Management has 55 Employees.(i)
  • Rockwood Wealth Management grew their employee count by 10% last year.

Rockwood Wealth Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
PrincipalReveal Email/Phone
3
Private Client AdvisorReveal Email/Phone
4
Private Client AdvisorReveal Email/Phone
5
Financial Planning AssociateReveal Email/Phone
6
Financial Planning AssociateReveal Email/Phone
7
Private Client AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is Rockwood Wealth Management?

As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.

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Total Funding

55

Number of Employees

$10.4M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$12.6M5510%N/A
#2
$13.9M570%N/A
#3
$13.3M594%N/A
#4
$15.7M605%N/A
#5
$18M61-15%N/A