Rosales Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324172
- Website
- rosaleswealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities25%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Francisco Rosales
Managing Member And Chief Compliance OfficerCRD 6589939
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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