Jupiter
Bridge
Rockwood Wealth Management, LLC
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About this Advisor
Jupiter Bridge is a chartered financial analyst based in New Hope, Pennsylvania. Bridge is an advisor for Rockwood Wealth Management, LLC. Their career trajectory has included roles at Bloomberg Lp, Six Bridges LLC and Rockwood Wealth Management. Bridge is able to advise clients in Pennsylvania. Rockwood Wealth Management, LLC is a financial advisory firm headquartered in New Hope, PA. It handles $1 billion in assets under management among its 3,581 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 3,581 customer accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on the services. Fees charged by Rockwood Wealth Management, LLC most likely include 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
Jupiter Bridge Work History
Jupiter has been registered as a financial advisor for 0 years.*
Rockwood Wealth Management
Rockwood Wealth Management
Six Bridges LLC
Bloomberg Lp
*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 Jupiter Bridge 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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