| Name | Title | Ownership | Since |
|---|---|---|---|
| David Baldwin Morgan Control | Managing Member | 50-75% | 2017 |
| Eric B. Rosel Revocable Trust Control | Managing Member | 50-75% | 2017 |
| Eric Benjamin Rosel Control | Chief Compliance Officer | Under 5% | 2023 |
Morganrosel Wealth Management, LLC reports $503.3 million in regulatory assets under management on its Form ADV.
Morganrosel Wealth Management, LLC reports 5 employees.
Morganrosel Wealth Management, LLC is based in Highlands Ranch, CO and has been SEC-registered since 2017.
Morganrosel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1805 Shea Center Dr, Suite 420, Highlands Ranch, CO 80129 |
| Phone | 303.647.3801 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1753218 |
| Discloses disciplinary history | No |
| Discretionary | $495.1M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $503.3M |