Rogowski Wealth Management LLC

Overview

Rogowski Wealth Management LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs predominantly discretionary mandates and builds client portfolios around public mutual funds and other pooled public vehicles. Its investment approach emphasizes broadly diversified, professionally managed fund exposures as the core of client portfolios, with limited direct security selection. Rogowski Wealth Management LLC also allocates to real estate through third-party managers when appropriate, using those positions to add income, diversification, or private-market exposure alongside the core public-fund sleeve. The business is structured as an individually owned LLC and charges clients a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices