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Rogers Wealth Group, Inc.

● SEC registered since 1996CRD 107409SEC# 801-51602Fort Worth, TX
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Reg. AUM
$960.8M
Employees
21
Accounts
855
Location
Fort Worth, TX

Rogers Wealth Group, Inc. assets under management

Rogers Wealth Group, Inc. is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 1996. It reports $960.8 million in regulatory assets under management and employs 21 people.
www.rogers401k.comView on SEC.gov ↗

Rogers Wealth Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian Joseph MuellerChief Compliance OfficerUnder 5%2018
Craig Coburn Rogers ControlPresident & Chief Executive Officer25-50%2016
Dale Craig Rogers ControlChairman50-75%2004
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Frequently asked questions

How much does Rogers Wealth Group, Inc. manage?

Rogers Wealth Group, Inc. reports $960.8 million in regulatory assets under management on its Form ADV.

How many employees does Rogers Wealth Group, Inc. have?

Rogers Wealth Group, Inc. reports 21 employees.

Where is Rogers Wealth Group, Inc. located?

Rogers Wealth Group, Inc. is based in Fort Worth, TX and has been SEC-registered since 1996.

Does Rogers Wealth Group, Inc. disclose fund performance?

Rogers Wealth Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1330 Summit Avenue, Fort Worth, TX 76102
Phone817-334-0351
Fax817-334-0387
Office hours8:30 a.m. To 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$935.6M
Non-discretionary$25.2M
Total (RAUM)$960.8M