Joseph
Houk
Rockwood Wealth Management, LLC
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About this Advisor
Joseph Houk is a financial advisor operating out of New Hope, Pennsylvania with a total of 1 year of relevant experience. Houk works at Rockwood Wealth Management, LLC. The advisor has gained experience at Umass Lowell, Toledo Walleye, Manchester Monarchs, Greenville Swamp Rabbits, Reading Royals, Milwaukee School Of Engineering, Pnc Vendor Finance and Rockwood Wealth Management. Houk holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Pennsylvania. Rockwood Wealth Management, LLC is a financial advisory business that has its headquarters in New Hope, PA. It handles $1 billion in assets across its 3,581 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,581 client accounts, 39% are held by high-net-worth individuals who have greater than $1 million in investable assets. Rockwood Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. Fees charged by Rockwood Wealth Management, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockwood Wealth Management, LLC Brokerage Details
$1,384,124,042
38
3,581
$386,519
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Houk Work History
Joseph has been registered as a financial advisor for 1 years.*
Rockwood Wealth Management
Rockwood Wealth Management
Pnc Vendor Finance
Milwaukee School Of Engineering
Reading Royals
Greenville Swamp Rabbits
Manchester Monarchs
Toledo Walleye
Umass Lowell
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Houk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockwood Wealth Management, LLC
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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