Rosel Wealth Management, LLC
Rosel Wealth Management, LLC is an SEC-registered wealth manager in Highlands Ranch, CO with $630.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Rosel Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291065, SEC 801-112145, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $630.2M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- Highlands Ranch, CO
- Employees
- 4
- Clients
- 317
- CRD
- 291065
- Ownership
- MORGAN, DAVID, BALDWIN; ERIC B. ROSEL REVOCABLE TRUST; ROSEL, ERIC, BENJAMIN
How much AUM does Rosel Wealth Management, LLC have?
Rosel Wealth Management, LLC reported $630.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Rosel Wealth Management, LLC?
Disclosed owners and executives of Rosel Wealth Management, LLC include MORGAN, DAVID, BALDWIN, ERIC B. ROSEL REVOCABLE TRUST, ROSEL, ERIC, BENJAMIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.