# Rosel Wealth Management, LLC

> 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.

- CRD: 291065
- Filed as: ROSEL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Highlands Ranch, CO
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291065
- AdvisorCensus page: https://advisorcensus.com/firm/rosel-wealth-management-llc-highlands-ranch-co-291065

## Quick answers

**How is Rosel Wealth Management, LLC compensated?**
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).

**Where is Rosel Wealth Management, LLC located?**
Rosel Wealth Management, LLC's principal office is in Highlands Ranch, CO, according to its Form ADV.

**Is Rosel Wealth Management, LLC registered with the SEC or a state?**
Rosel Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 291065.

**How much does Rosel Wealth Management, LLC manage?**
Rosel Wealth Management, LLC reports $630,237,813 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (98% discretionary).

**How have Rosel Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Rosel Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (178); individuals (other than high net worth individuals) (139).

**Which custodians does Rosel Wealth Management, LLC use?**
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.

**Does Rosel Wealth 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 SEC record: https://adviserinfo.sec.gov/firm/summary/291065

**What changed in Rosel Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $503,254,881 to $630,237,813 (+25%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $630,237,813
- Discretionary: $619,140,673
- Non-discretionary: $11,097,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $40,905,094 |
| High net worth individuals | 178 | $558,938,694 |
| Charitable organizations | Fewer than 5 | $557,032 |
| Corporations or other businesses not listed above | Fewer than 5 | $29,836,993 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, KS, LA, NE, NH, NY, OK, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- roselwealth.com
- Facebook @morganroselwealthmanagement
- LinkedIn @morganroselwealth
- YouTube @UCZlVA6l1JMMc5--1dslnByw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $245,404,902 | 4 | February 12, 2021 |
| October 2022 | $330,299,722 | 6 | February 28, 2022 |
| October 2023 | $316,216,180 | 5 | February 15, 2023 |
| October 2024 | $409,864,243 | 5 | April 3, 2024 |
| October 2025 | $503,254,881 | 5 | March 19, 2025 |
| October 2026 | $630,237,813 | 4 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $503,254,881 to $630,237,813 (+25%).

### February 2026
- Changed its legal name from Morganrosel Wealth Management, LLC to Rosel Wealth Management, LLC.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosel Wealth Management, LLC (CRD 291065): Form ADV filing data as of October 2026.