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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SignalAlpha vertex +more
- Established Date
- 04-01-2002
- Office Locations
- 1
Office Locations
About Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management is a fee-only advisor that starts every relationship with a multi-meeting financial planning engagement, including a one-page visual “asset map,” retirement stress testing, and plan optimization. The team aligns portfolios to client goals and risk and supports retirees through the transition into and through retirement with dollar-based spending and portfolio guidelines. Custody is at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JASON ELIOT SIPERSTEIN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5722409
- Ownership
- 75% or more
GARY STEVEN SIPERSTEIN
Director, Managing Member
- CRD
- #1121526
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,327,765 | $465,819 |
| Non-Discretionary | $0 | -- |
| Total | $186,327,765 | $465,819 |
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Separately Managed Accounts
Total SMA Asset: $186,327,765
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,448,636,229 | 36.1% |
| Equity - Exchange | $1,349,802,243 | 19.9% |
| Cash | $2,272,280,157 | 33.5% |
| U.S. Government/Agency | $712,207,213 | 10.5% |
| Total | $6,782,925,842 | 100.0% |