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THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
CRD 290902
608 N. US HWY 281, SUITE 103, MARBLE FALLS, TX, 78654, United States
Phone
830-798-9400
Fax
830-798-9408
Registration
— (—)
Source
State registered
Total AUM
$66.0M
Discretionary AUM
$66.0M
Team
5 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL COACHING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $24.7M |
| High net worth individuals | 20 | $40.0M |
| Charitable organizations | 1 | $167K |
| Corporations/business entities | 11 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD