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Rosel Wealth Management
Rosel Wealth Management, LLC is an SEC-registered investment adviser in Highlands Ranch, CO, registered since 2017. The firm manages $630 million in assets,...
Rosel Wealth Management
Rosel Wealth Management, LLC is an SEC-registered investment adviser in Highlands Ranch, CO, registered since 2017. The firm manages $630 million in assets, with $619 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Rosel Wealth Management's primary business?
Rosel Wealth Management LLC is registered with the SEC as a registered investment advisor (RIA). RIAs typically provide discretionary portfolio management and financial planning to clients, but this firm's specific focus — whether high-net-worth individuals, family offices, or institutions — is not disclosed in public records.
Who runs investment decisions at Rosel Wealth Management?
No named principals, CEO, CIO, or other officers of Rosel Wealth Management are publicly identifiable from SEC filings or general business databases as of mid-2026. The firm may have a single owner or a small team that does not appear in public sources.
What AUM does Rosel Wealth Management manage?
Rosel Wealth Management has not publicly disclosed its assets under management. As a privately held RIA, it is not required to publish this figure, and no credible external estimates have been reported.
Is Rosel Wealth Management a family office?
There is no public evidence confirming whether Rosel Wealth Management is a single-family office (SFO), multi-family office (MFO), or a general RIA. Its registration as an investment advisor does not distinguish between these structures.
Where is Rosel Wealth Management headquartered?
The firm's headquarters city and street address are not listed in public sources such as the SEC's Investment Adviser Public Disclosure database or general business directories as of mid-2026.
Profile maintained by Altss 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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