# Roshan Private Wealth Management, LLC

> Roshan Private Wealth Management, LLC is a state-registered investment advisory firm in Palm Harbor, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 338403
- Filed as: ROSHAN PRIVATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338403
- AdvisorCensus page: https://advisorcensus.com/firm/roshan-private-wealth-management-llc-palm-harbor-fl-338403

## Quick answers

**How is Roshan Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Roshan Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Roshan Private Wealth Management, LLC located?**
Roshan Private Wealth Management, LLC's principal office is in Palm Harbor, FL, according to its Form ADV.

**Is Roshan Private Wealth Management, LLC registered with the SEC or a state?**
Roshan Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338403.

**How much does Roshan Private Wealth Management, LLC manage?**
Roshan Private Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 30, 2026.

**Does Roshan Private 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338403

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roshan Private Wealth Management, LLC (CRD 338403): Form ADV filing data as of October 2026.