Rose Wealth, LLC

Overview

Rose Wealth, LLC is a small, fee-based investment adviser that focuses on portfolio management for individual and family clients and on selecting third-party advisers when appropriate. The firm’s investment posture favors equities—primarily exchange-traded securities—and it runs discretionary mandates. Rose Wealth leans on external managers for non-core exposures, with explicit activity in real estate through third‑party alternative managers. The firm also maintains relationships with a law firm, an insurance company and a real estate broker, which suggests coordinated planning and access to insurance and private-property expertise alongside its investment work. Rose Wealth charges clients a percentage of assets under management and structures client engagements around individualized portfolios for individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices