ELIOT ROSE WEALTH MANAGEMENT, LLC

Overview

Eliot Rose Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individual and family clients, with services extending to small-business owners. The firm is structured as a limited liability company, is owner-operated, and registered with the SEC in 2021. Its advisory model uses a mix of percentage-of-AUM and fixed fees, and the firm does not identify as an active ESG investor or a multi-state adviser. Service focus centers on individualized financial planning and discretionary portfolio management rather than institutional consulting or capital allocation. The firm reports that it works directly with households and family clients rather than operating as a separate capital allocator or a related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives