The Rosamond Financial Group Wealth Management, LLC

Overview

The Rosamond Financial Group Wealth Management, LLC is an independent, Texas-registered RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-assets and fixed-fee arrangements, and the firm also operates as an insurance broker. The adviser is not structured as a dedicated capital allocator or multi-state adviser; it relies on third-party managers for certain alternative exposures while maintaining a core emphasis on traditional advisory services. The firm does not identify as an active ESG investor and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices