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John Robert Augenblick

Investment adviser representative at Rockwood Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Rockwood Wealth Management, LLCDec 2008 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (PA).

Rockwood Wealth Management, LLC

$2.9BAssets managed
971Clients
45Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5238201
Firm CRD
137481
Advisor's SEC record (opens in a new tab)
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