Rockbridge Asset Management, LLC
Rockbridge Asset Management, LLC is an SEC-registered wealth manager in Alexandria, VA with $218.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Rockbridge Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329880, SEC 801-129762, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $218.0M (2026-05-19)
- Firm type
- Wealth Manager
- Location
- Alexandria, VA
- Employees
- 4
- Clients
- 58
- CRD
- 329880
- Ownership
- Petro, Quinten, Alexander; KEEFE, PETER, CREIGHTON; KELLY, DENNIS, PETER
How much AUM does Rockbridge Asset Management, LLC have?
Rockbridge Asset Management, LLC reported $218.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Rockbridge Asset Management, LLC?
Disclosed owners and executives of Rockbridge Asset Management, LLC include Petro, Quinten, Alexander, KEEFE, PETER, CREIGHTON, KELLY, DENNIS, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.