Data / Investment advisers / Colorado / Rosel Wealth Management, LLC
Rosel Wealth Management, LLC, Highlands Ranch, CO: $630 million AUM, SEC registered investment adviser
Rosel Wealth Management, LLC is an SEC registered investment adviser with its main office in Highlands Ranch, Colorado and reports $630 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 291065
- SEC file number
- 801-112145
- SEC status
- Approved, effective December 15, 2017
- Main office
- 1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129
- Phone
- (303) 647-3801
- Regulatory AUM
- $630,237,813 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $619,140,673
- Non discretionary AUM
- $11,097,140
- Accounts
- 971
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 178 | $558.9 million |
| Individuals (other than high net worth individuals) | 139 | $40.9 million |
| Corporations or other businesses | Fewer than 5 | $29.8 million |
| Charitable organizations | Fewer than 5 | $557,032 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $630.2 million | February 12, 2026 |
| December 1, 2025 | $503.3 million | October 8, 2025 |
Other advisers in Colorado
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Focused Alpha, LLC | Greenwood Village | $663.9 million | Not listed | adviserinfo.sec.gov |
| Proprietary Capital, LLC | Denver | $651.8 million | 9 | adviserinfo.sec.gov |
| Legacy Wealth Partners, LLC | Lakewood | $646 million | Not listed | adviserinfo.sec.gov |
| Triumph Capital Management | Denver | $645.6 million | Not listed | adviserinfo.sec.gov |
| Colorado Capital Management | Boulder | $638.4 million | Not listed | adviserinfo.sec.gov |
| Impact Capital Partners LLC | Greenwood Village | $625.6 million | Not listed | adviserinfo.sec.gov |
| PVG Asset Management Corp | Centennial | $624.9 million | Not listed | adviserinfo.sec.gov |
| Altus Wealth Group, LLC | Colorado Springs | $620.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Rosel Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.