ROSALES WEALTH GROUP LLC

Overview

Rosales Wealth Group LLC is a small, individually owned advisory firm organized as an LLC that focuses on financial planning and direct portfolio management for individuals and small businesses. Its advisory model blends fee-based planning with discretionary portfolio oversight and the selection of third‑party advisers, which positions the firm as a capital allocator rather than a single‑strategy manager. The firm charges clients via a percentage of assets under management and fixed fees, and it is not positioned as an ESG specialist. The firm maintains an industry affiliation with an insurance company, which suggests insurance products are available as part of planning and risk‑management recommendations. Rosales Wealth Group LLC is classified as unclassified in available records, is not a multi‑state adviser, does not provide pension consulting services, and does not appear as a related adviser to another registered entity.

Assets & Accounts

Location & Offices