Rosales Wealth Management LLC

Overview

Rosales Wealth Management LLC is a small, individual-owned limited liability company that serves individual and family clients. The firm combines advisory services with broker-dealer and insurance broker activities, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes both a percentage of assets under management and fixed-fee engagements. The firm is not positioned as an ESG investor, does not operate as a multistate adviser, and does not identify as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives