Multi-Family OfficeRIA · CRD 324172

Updated:

Rosales Wealth Management LLC

ROSALES WEALTH MANAGEMENT LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1...

Rosales Wealth Management LLC

ROSALES WEALTH MANAGEMENT LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single registered representative.

General information

Firm type

Multi Family Office

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

What is Rosales Wealth Management LLC?

Rosales Wealth Management LLC is a multi family office tracked on Altss.

What does Altss track for Rosales Wealth Management LLC?

Altss maintains an OSINT-verified profile of Rosales Wealth Management LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Rosales Wealth Management LLC?

Rosales Wealth Management LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Rosales Wealth Management LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Rosales Wealth Management LLC's Altss profile last updated?

Rosales Wealth Management LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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