ROCKLINE WEALTH MANAGEMENT LLC
CRD #324004 SEC #801-127867 ISLIP TERRACE, NY 516-605-1624
SEC Registered
Total AUM
$631.7M
Discretionary
$537.6M
Employees
5
Clients
0
Accounts
1,321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $631.7M | $537.6M | $94.1M | 5 | 0 |
| Jan 2025 | $477.5M | $389.5M | $88M | 5 | 0 |
| Jun 2024 | $477.5M | $389.5M | $88M | 5 | 0 |
| Feb 2024 | $477.5M | $389.5M | $88M | 5 | 0 |
| Feb 2024 | $477.5M | $389.5M | $88M | 5 | 0 |
| Oct 2023 | $436.5M | $355.5M | $81.1M | 7 | 0 |
| Aug 2023 | $436.5M | $355.5M | $81.1M | 7 | 0 |
| May 2023 | $0 | $0 | $0 | 7 | 0 |
| Mar 2023 | $0 | $0 | $0 | 7 | 0 |
DateJan 2025
Total AUM$631.7M
Discretionary$537.6M
Non-Disc.$94.1M
Employees5
Clients0
DateJan 2025
Total AUM$477.5M
Discretionary$389.5M
Non-Disc.$88M
Employees5
Clients0
DateJun 2024
Total AUM$477.5M
Discretionary$389.5M
Non-Disc.$88M
Employees5
Clients0
DateFeb 2024
Total AUM$477.5M
Discretionary$389.5M
Non-Disc.$88M
Employees5
Clients0
DateFeb 2024
Total AUM$477.5M
Discretionary$389.5M
Non-Disc.$88M
Employees5
Clients0
DateOct 2023
Total AUM$436.5M
Discretionary$355.5M
Non-Disc.$81.1M
Employees7
Clients0
DateAug 2023
Total AUM$436.5M
Discretionary$355.5M
Non-Disc.$81.1M
Employees7
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0