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ELIOT ROSE WEALTH MANAGEMENT, LLC

CRD 120465 · SEC 801-121354

Visit website

10 DORANCE STREET, SUITE 700, PROVIDENCE, RI, 02903, United States

Phone

(401) 588-5102

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$186.3M

Discretionary AUM

$186.3M

Team

4 total employees; 1 advisory reps; 11 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals88$40.7M
High net worth individuals53$145.6M

States served

MA, NY, RI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD