Rose Wealth, LLC
Firm details
- Headquarters
- Longview, Texas
- CRD number
- 334740
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rose Wealth, LLC is a Texas-registered limited liability company that operates as a non-independent, retail RIA owned by an individual. The firm acts as a portfolio manager for individuals and small businesses and also serves as a capital allocator by selecting third-party advisers and external managers on behalf of clients. Its client base is individual and family households, and it charges fees as a percentage of assets under management. Rose Wealth is not positioned as an ESG-focused adviser, does not identify as a multi-state adviser, and does not provide pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents11%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Longview, TX
Gregg
Location
Longview, TX
Headquartered in Longview, TX, in the South of the United States.
- Region
- South
- County
- Gregg
- Address
- 305 W Loop 281
- Time zone
- CT (UTC-6)
- Office locations
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