Roshan Private Wealth Management, LLC

Overview

Roshan Private Wealth Management, LLC is a small, owner-operated advisory firm organized as a limited liability company that focuses on fee-based portfolio management for individuals and small businesses. The firm bills on a percentage-of-assets-under-management basis and positions itself as a boutique advisor rather than a multi-state or institutional consultant. It is not identified as an active ESG investor, does not act as a pension consultant, and is not classified as a capital allocator, which suggests it primarily delivers discretionary or advisory portfolio services rather than running commingled products or separate-account programs. The firm lists an industry affiliation with an accountant, which implies investment advice is likely coordinated with tax and accounting considerations. That affiliation points to a client service model centered on tax-aware wealth planning and investment implementation, particularly useful for small-business owners and high-net-worth individuals who demand integration of tax and investment advice. Public filings do not show a reported SEC registration year.

Assets & Accounts

Location & Offices