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Lewis Rosen

OwnerRosen Group Private Wealth Management, LLCCRD 7955130

About Lewis Rosen

Lewis Rosen is listed as Owner at Rosen Group Private Wealth Management, LLC in Pointe-Claire. Qc. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Rosen Group Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lewis Rosen work?

Lewis Rosen is listed as Owner at Rosen Group Private Wealth Management, LLC on SEC Form ADV.

How much of Rosen Group Private Wealth Management, LLC does Lewis Rosen own?

Form ADV reports a beneficial ownership band of Over 75%.

Rosen Group Private Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025
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