Rosenberg Wealth Advisors

Overview

Rosenberg Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC. The firm bills clients on a percentage-of-AUM basis and identifies itself as a capital allocator serving both individual & family and institutional clients. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers (third‑party manager selection). The firm does not position itself as an active ESG investor and is not identified as a multistate or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices