ROTHWELL INVESTMENT ADVISORS LLC
Legal name: ROTHWELL INVESTMENT ADVISORS
CRD #337504 SEC #801-133979 SALEM, MA 978-387-9997
SEC Registered
Total AUM
$188.7M
Discretionary
$188.7M
Employees
4
Clients
0
Accounts
1,337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $188.7M | $188.7M | $0 | 4 | 0 |
| Sep 2025 | $0 | $0 | $0 | 4 | 0 |
| Jul 2025 | $0 | $0 | $0 | 4 | 0 |
| Jun 2025 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0