Rothwell Investment Advisors
Rothwell Investment Advisors is an SEC-registered mass-market adviser in Salem, MA with $187.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Rothwell Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337504, SEC 801-133979, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $187.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Salem, MA
- Employees
- 5
- Clients
- 709
- CRD
- 337504
- Ownership
- MAITLAND, BARBARA, JEAN; STOUFFLET, NICOLE, MARIE
How much AUM does Rothwell Investment Advisors have?
Rothwell Investment Advisors reported $187.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Rothwell Investment Advisors?
Disclosed owners and executives of Rothwell Investment Advisors include MAITLAND, BARBARA, JEAN, STOUFFLET, NICOLE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.