RIA · CRD 290902SEC-Registered

Updated:

The Rosamond Financial Group

Rosamond Financial Group Wealth Management, LLC is an SEC-registered investment adviser in Marble Falls, TX. The firm manages approximately $66 million in...

The Rosamond Financial Group

Rosamond Financial Group Wealth Management, LLC is an SEC-registered investment adviser in Marble Falls, TX. The firm manages approximately $66 million in regulatory assets. It has 5 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Marble Falls

Corporate office

Texas, United States

Frequently asked questions

What is The Rosamond Financial Group?

The Rosamond Financial Group is a ria headquartered in Marble Falls, United States.

Where is The Rosamond Financial Group headquartered?

The Rosamond Financial Group is headquartered in Marble Falls, United States, in the North America region.

What does Altss track for The Rosamond Financial Group?

Altss maintains an OSINT-verified profile of The Rosamond Financial Group 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), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is The Rosamond Financial Group?

The Rosamond Financial Group is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on The Rosamond Financial Group?

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 The Rosamond Financial Group's Altss profile last updated?

The Rosamond Financial Group's profile on Altss was last refreshed on June 3, 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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