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Rosewood Wealth Management
ROSEWOOD WEALTH MANAGEMENT is a state-registered investment adviser with $84 million in regulatory assets under management. The firm has 3 employees and 1...
Overview
ROSEWOOD WEALTH MANAGEMENT is a state-registered investment adviser with $84 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Rosewood Wealth Management?
Rosewood has not publicly identified its principals or investment committee members. In the absence of a website, LinkedIn presence, or regulatory filings, the identity of the decision-makers remains private, and the firm's governance structure is not a matter of public record.
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