Data / Investment advisers / Michigan / Rosenberg Wealth Advisors
Rosenberg Wealth Advisors, Birmingham, MI: $231 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Rosenberg Wealth Advisors is an SEC registered investment adviser with its main office in Birmingham, Michigan and reports $231 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 340471
- SEC file number
- 801-135563
- SEC status
- Approved, effective March 19, 2026
- Legal name
- Rofi LLC
- Main office
- 187 South Old Woodward Avenue Suite 208, Birmingham, MI 48009
- Phone
- (248) 325-5500
- Website
- rwealthadvisors.com
- Regulatory AUM
- $230,978,670 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $230,978,670
- Accounts
- 446
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 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 | 83 | $200.2 million |
| Individuals (other than high net worth individuals) | 73 | $15 million |
| Corporations or other businesses | 5 | $14.3 million |
| Charitable organizations | Fewer than 5 | $1.2 million |
| Pension and profit sharing plans | Fewer than 5 | $209,546 |
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 |
|---|---|---|
| August 3, 2026 | $231 million | July 29, 2026 |
| April 1, 2026 | Not listed | March 20, 2026 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 5 | adviserinfo.sec.gov |
| Lakeside Drive Management LLC | Birmingham | $372.3 million | 16 | adviserinfo.sec.gov |
| Motive Wealth Advisors, LLC | Birmingham | $362.6 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 5 | adviserinfo.sec.gov |
| Palatine Hill Wealth Management | Birmingham | $295.9 million | Not listed | adviserinfo.sec.gov |
| Solyco Wealth LLC | Birmingham | $116.2 million | Not listed | adviserinfo.sec.gov |
| TRP Capital Advisors, LLC | Birmingham | $82.5 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Rosenberg Wealth Advisors on the SEC's adviser search
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.