Rockline Wealth Management Llc
- Regulatory AUM
- $750M
- Discretionary
- $656M
- Clients
- 918
- Avg AUM / client
- $817K
- Accounts
- 1,494
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 522 | $95.0M | 12.7% |
| High net worth individuals | 339 | $546M | 72.8% |
| Pension and profit sharing plans | 39 | $88.0M | 11.7% |
| Charitable organizations | 2 | $3.0M | 0.4% |
| Corporations and other businesses | 16 | $17.7M | 2.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Just Kids 401(k) Plan Cam Held Enterprises, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriel Michael Gallante | Owner, Chief Executive Officer, Chief Compliance Officer | Mar 2023 (3y) | 75% or more | |
| Mark Bennett Rose | Registered representative | May 2023 (3y) | ||
| Nicholas Anthony Coluzzi | Registered representative | May 2023 (3y) | ||
| Salvatore Licata | Registered representative | Jun 2024 (2y) | ||
| Connor James Mushorn | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Just Kids 401(k) Plan | Cam Held Enterprises, Inc. | 670 | $15.6M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $670M (89% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗