ROSEWOOD WEALTH MANAGEMENT

Overview

Rosewood Wealth Management operates as a fee-based advisory LLC that focuses on discretionary portfolio management for individuals, families and small businesses while also acting as a selector of outside managers. The firm positions itself as a capital allocator, using third-party managers for specific sleeves of client portfolios rather than concentrating solely on in-house proprietary strategies. Its operating mix includes insurance brokerage and other financial product distribution alongside advisory services, which shapes a client-facing practice that blends investment management with insurance and annuity solutions. Investment activity centers on broadly diversified public fund exposure supplemented by alternative credit allocations. The firm is not an active ESG investor and does not present as a multi-state advisory franchise; its footprint is modest and concentrated. Rosewood uses a percentage-of-AUM fee model and typically routes clients into mutual funds, separately managed accounts and third-party alternative fund managers depending on needs and risk profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices