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Rosel Wealth Management, LLC

CRD 339846SEC# 801-135104
Export (members)
No longer SEC-registered. Rosel Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
1
Accounts
Location

Rosel Wealth Management, LLC assets under management

Rosel Wealth Management, LLC operates as an SEC-registered investment adviser. It employs 1 people.

Rosel Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric B. Rosel Revocable Trust ControlOwnerOver 75%2025
Eric Benjamin Rosel ControlChief Compliance OfficerUnder 5%2025
Eric Benjamin Rosel ControlTrustee2025

Frequently asked questions

How many employees does Rosel Wealth Management, LLC have?

Rosel Wealth Management, LLC reports 1 employees.

Does Rosel Wealth Management, LLC disclose fund performance?

Rosel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9 To 5
Discloses disciplinary historyNo