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Building 2ROSEL WEALTH MANAGEMENT, LLC

Map pinHIGHLANDS RANCH, CO
Phone303.647.3801
NotebookSEC #801-112145
Total AUM
$630.2M
Employees
4
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1805 SHEA CENTER DR
SUITE 420
HIGHLANDS RANCH
CO 80129
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
303.647.3801

ReceiptFinancials

Total AUM
$630.2M
Accounts
971
Discretionary
$619.1M
Accounts
872
Non-Discretionary
$11.1M
Accounts
99

ContactClients

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Individual Clients
139
AUM
$40.9M
HNW Individual Clients
178
AUM
$558.9M
Charitable Organization Clients
1
AUM
$557K
Corporation or Business Clients
1
AUM
$29.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKSLANENHNYOKTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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