Rookwood Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Rookwood Wealth Management reports 67 clients. They include 39 high-net-worth individuals and 28 individual clients. Of its assets, 100.0% ($205M across 188 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 3% |
| High-net-worth individuals | 58% | 97% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | Not reported | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 28 | $5.31M | 2.6% | $190K |
| High-net-worth individuals | 39 | $200M | 97.4% | $5.13M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 67 | $205M | 100% | — |
- Clients
- 28
- Regulatory AUM
- $5.31M
- AUM share
- 2.6%
- Avg. per client
- $190K
- Clients
- 39
- Regulatory AUM
- $200M
- AUM share
- 97.4%
- Avg. per client
- $5.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 67
- Regulatory AUM
- $205M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Rookwood Wealth Management charges 0.50%–1.00% a year for its Investment advisory fee schedule. The fee is billed in advance and is negotiable.
Fee details and sources
Eva Gilkey Booher owns 75% or more of Rookwood Wealth Management. The leadership team of Rookwood Wealth Management includes President Eva Gilkey Booher. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Rookwood Wealth Management, LLC
Eva Gilkey Booher
Control person · since April 2007
Rookwood Wealth Management’s regulatory assets grew 1.6× from $126M (April 2024) to $205M (April 2026); clients rose from 49 to 67 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $205M | 67 | 2 | 1 |
| Mar 2025March 2025 | $168M | 55 | 2 | 1 |
| Apr 2024April 2024 | $126M | 49 | 2 | 1 |
Besides its headquarters, Rookwood Wealth Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Rookwood Wealth Management, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 513-871-7815
- SEC file
- 801-130111
- Founded
- 2007
- Structure
- Ohio LLC
- Fiscal year end
- December
Rookwood Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($205M, 98%) and Ascensus Trust ($5.26M, 2%). Rookwood Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $205M98%
- Ascensus TrustAscensus Trust · Fargo, ND · $5.26M2%
At year end, Rookwood Wealth Management’s separately managed accounts were mostly in stocks (83%).
What the accounts hold
- Stocks83%
- Bonds9%
- Investment grade corporate bonds6%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash8%
How many clients does Rookwood Wealth Management have?
Rookwood Wealth Management has 67 clients and manages $205 million for them, as of April 2026. They include 39 high-net-worth individuals and 28 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026
What services does Rookwood Wealth Management offer?
Rookwood Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rookwood Wealth Management charge?
Rookwood Wealth Management charges 0.50%–1.00% a year for its Investment advisory fee schedule. The fee is billed in advance and is negotiable.
Source: ROOKWOOD WEALTH MANAGEMENT, LLC, filed 31 March 2026
Which custodians does Rookwood Wealth Management use?
Rookwood Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $205M and Ascensus Trust (Fargo, ND), with $5.26M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026
How many financial advisors does Rookwood Wealth Management have?
Rookwood Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rookwood Wealth Management invest in?
At the end of its last fiscal year, Rookwood Wealth Management’s separately managed accounts held 83% exchange-traded equities, 8% cash and equivalents, 6% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rookwood Wealth Management?
Rookwood Wealth Management’s direct owner is Eva Gilkey Booher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 April 2026
How does Rookwood Wealth Management get paid?
Rookwood Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rookwood Wealth Management?
Its phone number is 513-871-7815.