Rosel Wealth Management, LLC

RIASEC Registered
Total AUM
$630M
Discretionary
$619M
98% of AUM
Avg account
$649K
Accounts
971
Employees
4
Advisory reps
2

Firm details

Headquarters
Highlands Ranch, Colorado
CRD number
291065
Registered since
December 15, 2017
Website
morganrosel.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.69%
  • Individuals6.49%
  • Corporations / Businesses4.73%
  • Charitable Organizations0.09%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Rosel Wealth Management, LLC is an independent, SEC-registered investment adviser (registered in 2017) that serves individual and family clients. The firm operates as a limited liability company and identifies itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Rosel also conducts insurance brokerage activity and charges clients via percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 30%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%, Other 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds30%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds1%

Contacts

2 of 2
  • Eric Rosel

    Eric Rosel

    Partner and Managing MemberCRD 4409800

  • Michael Miller

    Michael Miller

    Portfolio ManagerCRD 6557024

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 60

Active vs passive

$261M in ETFs

Passive

90%

$234M

Active

10%

$26.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$55.9M151,04921.40%
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Location

Primary office

Highlands Ranch, CO

Douglas

Location

Highlands Ranch, CO

Headquartered in Highlands Ranch, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Douglas
Address
1805 Shea Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth