{
  "crd_number": 291065,
  "slug": "rosel-wealth-management-llc-highlands-ranch-co-291065",
  "primary_business_name": "ROSEL WEALTH MANAGEMENT, LLC",
  "legal_name": "ROSEL WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Highlands Ranch",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-12-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 630237813.0,
  "raum_discretionary": 619140673.0,
  "raum_non_discretionary": 11097140.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 557032.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40905094.0,
      "count": 139
    },
    "high_net_worth_individuals": {
      "raum": 558938694.0,
      "count": 178
    },
    "corporations_other_businesses": {
      "raum": 29836993.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "KS",
    "LA",
    "NE",
    "NH",
    "NY",
    "OK",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/morganroselwealthmanagement",
    "https://linkedin.com/company/morganroselwealth",
    "https://roselwealth.com",
    "https://youtube.com/channel/UCZlVA6l1JMMc5--1dslnByw?reload=9"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291065",
  "city_as_filed": "HIGHLANDS RANCH",
  "url": "https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065",
  "display_name": "Rosel Wealth Management, LLC",
  "summary": "Rosel Wealth Management, LLC is an SEC-registered investment advisory firm in Highlands Ranch, CO, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Rosel Wealth Management, LLC (CRD 291065): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Rosel Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rosel Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Rosel Wealth Management, LLC located?",
      "a": "Rosel Wealth Management, LLC's principal office is in Highlands Ranch, CO, according to its Form ADV."
    },
    {
      "q": "Is Rosel Wealth Management, LLC registered with the SEC or a state?",
      "a": "Rosel Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 291065."
    },
    {
      "q": "How much does Rosel Wealth Management, LLC manage?",
      "a": "Rosel Wealth Management, LLC reports $630,237,813 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (98% discretionary)."
    },
    {
      "q": "How have Rosel Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Rosel Wealth Management, LLC: Regulatory assets under management: $245,404,902 in the October 2021 data and $630,237,813 in the October 2026 data, up 157%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rosel Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (178); individuals (other than high net worth individuals) (139)."
    },
    {
      "q": "Which custodians does Rosel Wealth Management, LLC use?",
      "a": "Rosel Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rosel Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291065"
    },
    {
      "q": "What changed in Rosel Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $503,254,881 to $630,237,813 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 245404902.0,
      "total_employees": 4,
      "filing_date": "2021-02-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 330299722.0,
      "total_employees": 6,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 316216180.0,
      "total_employees": 5,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 409864243.0,
      "total_employees": 5,
      "filing_date": "2024-04-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 503254881.0,
      "total_employees": 5,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 630237813.0,
      "total_employees": 4,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $503,254,881 to $630,237,813 (+25%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Changed its legal name from Morganrosel Wealth Management, LLC to Rosel Wealth Management, LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 139,
      "fewer_than_5": false,
      "raum": 40905094.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 178,
      "fewer_than_5": false,
      "raum": 558938694.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 557032.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 29836993.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291065",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}