Rosewood Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 284837
- Website
- rosewoodwealthmanagement.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.84%
- HNWI36.58%
- Pension & Profit Sharing Plans1.59%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Rosewood Wealth Management is a North Carolina–registered LLC that provides fee-based portfolio management and adviser selection services to individuals, families and some institutional clients. The firm acts as a capital allocator, engaging third‑party managers as part of its investment program, and generates fees as a percentage of assets under management. Its business lines include insurance brokerage and accounting along with sales of other financial products, which complements its advisory work for individuals, small businesses and select institutional relationships.
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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