Rose Wealth, LLC

Overview

Rose Wealth, LLC is a small, privately held limited liability company that functions as a non-independent retail registered investment adviser serving individuals and families. The firm charges clients on a percentage-of-assets basis and focuses on direct portfolio management for individuals and small businesses while also selecting third-party managers and advisers when appropriate. Rose Wealth positions itself as a capital allocator — it uses outside managers for certain exposures rather than relying solely on in‑house strategies. The adviser does not identify as an ESG investor, does not operate as a multi-state or pension consultant, and is owned by an individual rather than a corporate parent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices