# Rose Valley Asset Management LLC

> Rose Valley Asset Management LLC is a state-registered investment advisory firm in Media, PA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 141671
- Filed as: ROSE VALLEY ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Media, PA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141671
- AdvisorCensus page: https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671

## Quick answers

**How is Rose Valley Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rose Valley Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Rose Valley Asset Management LLC located?**
Rose Valley Asset Management LLC's principal office is in Media, PA, according to its Form ADV.

**Is Rose Valley Asset Management LLC registered with the SEC or a state?**
Rose Valley Asset Management LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141671.

**How much does Rose Valley Asset Management LLC manage?**
Rose Valley Asset Management LLC reports $99,823,342 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (97% discretionary).

**What types of clients does Rose Valley Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (35); charitable organizations (2).

**Does Rose Valley Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141671

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $99,823,342
- Discretionary: $96,510,490
- Non-discretionary: $3,312,852

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $13,366,825 |
| High net worth individuals | 35 | $86,264,146 |
| Charitable organizations | 2 | $192,371 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (19 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rosevalleyasset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rose Valley Asset Management LLC (CRD 141671): Form ADV filing data as of October 2026.