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Adam R Klazmer

Rockwood Wealth Management, LLC

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About Adam R Klazmer

Adam Klazmer is a financial advisor with Rockwood Wealth Management, LLC, based in New Hope, Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 2012. Previously, Adam was employed with Equitable Advisors, LLC in Bala Cynwyd, Pennsylvania. Adam has a Series 7, Series 66, and SIE licenses, as well as state registrations in Pennsylvania. Adam is a Board member of the Jewish Federation of Greater Philadelphia, Yashar LaChayal, and Anti-Defamation League. Adam has specializations in 401(k) plans, trusts and estates, retirement planning, asset management, and investment management. Adam’s firm, Rockwood Wealth Management, is a registered investment advisor specializing in providing financial advice to individuals, families, and businesses.

Firm Information

Adam Klazmer is currently registered with Rockwood Wealth Management, LLC. Rockwood Wealth Management, LLC is a registered investment advisor headquartered in New Hope, Pennsylvania. The firm manages over $2 billion in assets for individuals, trusts, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and selection of other advisors.
Rockwood Wealth Management, LLC

6464 LOWER YORK ROAD

NEW HOPE, PA 18938

$2.20B

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Klazmer’s Registration & Firm History

PA

10/14/2022 - Present

Rockwood Wealth Management, LLC (NEW HOPE PA)

PA

11/08/2012 - 09/23/2022

EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 03/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam R Klazmer.
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