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ROGERS WEALTH GROUP, INC.
CRD 107409 · SEC 801-51602
1330 SUMMIT AVENUE, FORT WORTH, TX, 76102, United States
Phone
817-334-0351
Fax
817-334-0387
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$1.01B
Team
21 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $537.1M |
| High net worth individuals | 214 | $399.6M |
| Banking/thrift institutions | 1 | $43.1M |
| Pension/profit sharing plans | 2 | $2.1M |
| Charitable organizations | 5 | $1.5M |
| Corporations/business entities | 15 | $54.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD