Rogers Wealth Group, Inc.
● SEC registered since 1996CRD 107409SEC# 801-51602Fort Worth, TX
Reg. AUM
$1.04B
Employees
21
Accounts
876
Location
Fort Worth, TX
Rogers Wealth Group, Inc. assets under management
Rogers Wealth Group, Inc. is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 1996. It reports $1 billion in regulatory assets under management and employs 21 people.
Rogers Wealth Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Mueller | Chief Compliance Officer | Under 5% | 2018 |
| Craig Coburn Rogers Control | President & Chief Executive Officer | 25-50% | 2016 |
| Dale Craig Rogers Control | Chairman | 50-75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Rogers Wealth Group, Inc. manage?
Rogers Wealth Group, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Rogers Wealth Group, Inc. have?
Rogers Wealth Group, Inc. reports 21 employees.
Where is Rogers Wealth Group, Inc. located?
Rogers Wealth Group, Inc. is based in Fort Worth, TX and has been SEC-registered since 1996.
Does Rogers Wealth Group, Inc. disclose fund performance?
Rogers Wealth Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1330 Summit Avenue, Fort Worth, TX 76102 |
| Phone | 817-334-0351 |
| Fax | 817-334-0387 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.01BNon-discretionary $26.6M