Advisor at Rockwood Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
Series 65
Industry experience
< 1 year
James Gilmore is a financial advisor at Rockwood Wealth Management, LLC in New Hope, PA, holding a Series 65 designation. He has been with Rockwood Wealth Management since 2025. Prior to his advisory role, he was involved with My Cooking Party from 2023 to 2025 and held positions at CloudKitchens and Gopuff. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and is notable for its large multi-advisor team operating from a single office while maintaining policies such as refusing commission compensation.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management, LLC
2025 - Present (1 year)
Rockwood Wealth Management, LLC
2025 - Present (1 year)
My Cooking Party
2023 - 2025 (2 years)
CloudKitchens
2022 - 2023 (1 year)
Gopuff
2021 - 2022 (1 year)
The Hunting Lodge LLC
2009 - 2021 (12 years)
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Other specialized services
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