# MorganRosel Wealth Management

MorganRosel Wealth Management is a Bank / Wealth / Trust based in Highlands Ranch, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Highlands Ranch, United States
- **Region:** North America
- **Address:** Highlands Ranch, CO, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** morganrosel.com

## Regulatory record

- **Reports private funds:** No

## About

MorganRosel Wealth Management was established in 2017 by Eric Rosel and David Morgan in Highlands Ranch, Colorado. The firm operated as a single registered investment adviser serving individuals and high-net-worth clients, combining financial planning, portfolio management, and estate planning under one regulatory umbrella. The shared practice was not a formal merger of two independent firms but a joint venture, with each principal maintaining a distinct client roster. The firm's advisory model centered on personal financial planning and asset management for families and businesses, with each founder managing separate client relationships. The website's current split-screen navigation — a Rosel Wealth Management path and a Heirloom Wealth Management path — confirms that the investment programs were always bifurcated. No pooled fund vehicles, institutional separate accounts, or multi-generational family-office structures are disclosed. Services list the standard RIA triad of planning, portfolio construction, and estate coordination, with no specialty in alternatives, direct deals, or venture. The dissolution into two practices, Rosel Wealth Management LLC and Heirloom Wealth Management LLC, marks the end of the MorganRosel brand as an operating entity. Both successors remain registered investment advisers. No public data on total assets, team size, or office footprint is available. The transition appears on every page of the website with identical language, signaling a clean split with no ongoing shared infrastructure. The firm's structural differentiator is its birth and end as a partnership of equals who never pooled their books. Most RIA breakups involve employee departures or book sales; here, two founders are taking equal client segments into identically structured successor firms, making the dissolution a symmetrical unwinding rather than a fracture.

## People

- Eric Rosel — Founder, Rosel Wealth Management
- David Morgan — Founder, Heirloom Wealth Management

## Questions

### What is happening to MorganRosel Wealth Management?

The firm is dissolving. Co-founders Eric Rosel and David Morgan are transitioning to independent registered investment adviser practices. Eric Rosel now operates Rosel Wealth Management LLC, and David Morgan operates Heirloom Wealth Management LLC. The MorganRosel brand is winding down as a joint entity.

### Who runs investment decisions at the successor firms?

Each principal runs his own practice independently. Eric Rosel manages Rosel Wealth Management, and David Morgan manages Heirloom Wealth Management. There is no shared investment committee or central CIO across the two new entities.

### What will happen to existing client accounts?

Clients of Eric Rosel are directed to Rosel Wealth Management LLC, and clients of David Morgan are directed to Heirloom Wealth Management LLC. Each successor firm is a registered investment adviser, and accounts are expected to transfer to the corresponding new entity with no change in adviser for the client.

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- [Morgan Noble](https://altss.com/profile/morgan-noble)
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Updated: 2026-06-03T20:00:00.000Z

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