Rosel Wealth Management, LLC
● SEC registered since 2017CRD 291065SEC# 801-112145Highlands Ranch, CO
Reg. AUM
$630.2M
Employees
4
Accounts
971
Location
Highlands Ranch, CO
Rosel Wealth Management, LLC assets under management
Rosel Wealth Management, LLC is an investment advisory firm registered with the SEC based in Highlands Ranch, CO. The firm has been registered since 2017. It reports $630.2 million in regulatory assets under management and employs 4 people.
Rosel Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric B. Rosel Revocable Trust Control | Managing Member | Over 75% | 2017 |
| Eric Benjamin Rosel Control | Chief Compliance Officer | Under 5% | 2023 |
| Eric Benjamin Rosel Control | Trustee | — | 2006 |
Frequently asked questions
How much does Rosel Wealth Management, LLC manage?
Rosel Wealth Management, LLC reports $630.2 million in regulatory assets under management on its Form ADV.
How many employees does Rosel Wealth Management, LLC have?
Rosel Wealth Management, LLC reports 4 employees.
Where is Rosel Wealth Management, LLC located?
Rosel Wealth Management, LLC is based in Highlands Ranch, CO and has been SEC-registered since 2017.
Does Rosel Wealth Management, LLC disclose fund performance?
Rosel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1805 Shea Center Dr, Suite 420, Highlands Ranch, CO 80129 |
| Phone | 303.647.3801 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1753218 |
| Discloses disciplinary history | No |
Regulatory AUM
$630.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$630.2Mregulatory AUM
Discretionary $619.1MNon-discretionary $11.1M