ROSEL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- HIGHLANDS RANCH, Colorado
- CRD number
- 291065
- Registered since
- December 15, 2017
- Website
- morganrosel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.69%
- Individuals6.49%
- Corporations / Businesses4.73%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rosel Wealth Management, LLC is an independent registered investment adviser operating as an LLC and SEC-registered since 2017. The firm focuses on serving individuals and families and functions as a capital allocator, combining financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-style services, and the selection of outside advisers. Rosel also conducts insurance brokerage through its business activities. Its client billing mix includes asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities57%
- Public Funds/Mutual Funds30%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- State & Local Bonds1%
Contacts
1 of 1ERIC ROSEL
Partner and Managing MemberCRD 4409800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$225M in ETFs
89%
$200M
10%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $47.9M | 149,452 | 21.34% |
Location
HIGHLANDS RANCH, CO
DOUGLAS
Location
HIGHLANDS RANCH, CO
Headquartered in HIGHLANDS RANCH, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DOUGLAS
- Address
- 1805 Shea Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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