ROSE WEALTH, LLC

CRD 334740

305 WEST LOOP 281, SUITE 101, LONGVIEW, TX, 75605, United States

Phone

(903) 331-0438

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$5.9M

Discretionary AUM

$5.9M

Team

8 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	36	$5.9M

Official SEC filing: View on IAPD