# Rosewood Wealth Management

Rosewood Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** rosewoodwealthmanagement.com

## Regulatory record

- **CRD number:** 284837
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284837

## About

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.

## 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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Last updated: 2026-07-11T12:39:53.000Z

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