Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC is an SEC-registered wealth manager in Providence, RI with $186.3M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Eliot Rose Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120465, SEC 801-121354, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $186.3M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Providence, RI
- Employees
- 4
- Clients
- 141
- CRD
- 120465
- Ownership
- SIPERSTEIN, GARY, STEVEN; SIPERSTEIN, MYNDE, SUE; MCDERMOTT, PAUL, JOSEPH; SIPERSTEIN, JASON, ELIOT
How much AUM does Eliot Rose Wealth Management, LLC have?
Eliot Rose Wealth Management, LLC reported $186.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Eliot Rose Wealth Management, LLC?
Disclosed owners and executives of Eliot Rose Wealth Management, LLC include SIPERSTEIN, GARY, STEVEN, SIPERSTEIN, MYNDE, SUE, MCDERMOTT, PAUL, JOSEPH, SIPERSTEIN, JASON, ELIOT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.