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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-21-2020
- Office Locations
- 1
Office Locations
About Homestead Financial Partners
Homestead Financial Partners provides integrated wealth management for families, high-net-worth individuals, and business owners, combining active portfolio management focused on income and capital preservation with sophisticated planning and tax-aware advice. Founder/PM Simon Rosenberg brings institutional value-investing experience and builds customized, low-cost brokerage portfolios (often ETF-based) on platforms such as Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $789.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Homestead Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SIMON CAWTHON ROSENBERG
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5470488
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,152,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,152,124 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Homestead Financial Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.