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ROSEL WEALTH MANAGEMENT, LLC

CRD 291065 · SEC 801-112145

Visit website

1805 SHEA CENTER DR, SUITE 420, HIGHLANDS RANCH, CO, 80129, United States

Phone

303.647.3801

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$630.2M

Discretionary AUM

$619.1M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals139$40.9M
High net worth individuals178$558.9M

States served

AZ, CA, CO, KS, LA, NE, NY, OK, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD