HIGHLANDS RANCH, COCRD 291065Latest ADV April 15, 2026
Rosel Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Highlands Ranch, CO. Its latest Form ADV filing, dated April 15, 2026, reports $630M in regulatory assets under management, 4 employees, and 971 accounts.
Assets Under Management
$630M
Employees
4
Offices
--
Total Clients
317
Primary office
HIGHLANDS RANCH, CO
1805 SHEA CENTER DR, SUITE 420, HIGHLANDS RANCH, CO, United States
Top client segmentHNWI represent 56.2% of total clients.
Top client categories% of clientsClients
1
HNWI
56.2%
178
2
Individuals
43.8%
139
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$630Mas of April 15, 2026
Discretionary98.2%
$619M
98% of total RAUM98.2%
Non-discretionary1.8%
$11M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$630M
Total Accounts971
10Y AUM Change+$630M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee79:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.