# Rosewood Wealth Management

> Rosewood Wealth Management is a state-registered investment advisory firm, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 284837
- Filed as: ROSEWOOD WEALTH MANAGEMENT
- Legal name: Carolina Wealth Stewards, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284837
- AdvisorCensus page: https://advisorcensus.com/firm/rosewood-wealth-management-284837

## Quick answers

**How is Rosewood Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Rosewood Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Rosewood Wealth Management registered with the SEC or a state?**
Rosewood Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284837.

**How much does Rosewood Wealth Management manage?**
Rosewood Wealth Management reports $103,077,000 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Rosewood Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (194); high net worth individuals (23); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Rosewood Wealth Management 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/284837

**What changed in Rosewood Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $84,223,974 to $103,077,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $103,077,000
- Discretionary: $103,077,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 194 | $63,741,000 |
| High net worth individuals | 23 | $37,702,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,634,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mrstillmansopus.com
- rosewoodwealthmanagement.com
- Facebook @ROSEWOODWEALTHMANAGEMENT
- YouTube @rosewoodwealthmanagement1366

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $84,223,974 to $103,077,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosewood Wealth Management (CRD 284837): Form ADV filing data as of October 2026.