Rookwood Wealth Management, LLC
Rookwood Wealth Management, LLC is an SEC-registered wealth manager with $205.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Rookwood Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143983, SEC 801-130111, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $205.4M (2026-04-08)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 67
- CRD
- 143983
- Ownership
- GILKEYBOOHER, EVA, CECILIA; MARK S. BOOHER & EVA C. BOOHER TRUST, DATED MARCH 18, 1999; BOOHER, EVA, CECILIA; GILKEY BOOHER, EVA, CECILIA
How much AUM does Rookwood Wealth Management, LLC have?
Rookwood Wealth Management, LLC reported $205.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Rookwood Wealth Management, LLC?
Disclosed owners and executives of Rookwood Wealth Management, LLC include GILKEYBOOHER, EVA, CECILIA, MARK S. BOOHER & EVA C. BOOHER TRUST, DATED MARCH 18, 1999, BOOHER, EVA, CECILIA, GILKEY BOOHER, EVA, CECILIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.