Rookwood Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rookwood Wealth provides investment management and ongoing financial planning to individual clients, including high-net-worth individuals, using a fee-only compensation model and standard percentage-of-assets billing for discretionary portfolios. Services include tailored financial planning—covering retirement, tax-aware investing, estate planning, and business planning—and continuous portfolio supervision.
The firm’s investment approach emphasizes asset allocation guided by Modern Portfolio Theory, combining passive and active funds and applying fundamental analysis to select individual securities and funds. Portfolios are managed on a discretionary basis with an emphasis on long-term allocation, periodic rebalancing, and limited use of option strategies only as risk-reducing overlays.
Distinctive features include a very small client base and assets under management (roughly $8.7 million across six client relationships) and recent establishment in 2025, which may affect capacity and service model compared with larger peers. The principal is a CFA charterholder with graduate-level training in economics and maintains a modest outside real estate investment role; the firm also does not aggregate trades into block orders, does not participate in wrap programs or performance-fee arrangements, and recommends an institutional custodian platform for execution and custody.
Client services
Expertise
Fee options
$0 - $750,000: 1.00% annually $750,001+: 0.85% annually
Fee-only: Investment Management fees are negotiable based on assets under management; Financial Planning fees are recurring fixed fees ranging from $250 to $750 per month, negotiable
Main office
Silver Spring MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Rookwood Wealth · Rookwood Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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