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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2018
- Office Locations
- 1
Office Locations
About Martin W. Rosenzveig & Co., LLC
Martin W. Rosenzveig & Co., LLC is a Beverly Hills-based RIA. The firm has been operating for 8 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
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Owner & Executives
MARTIN WOLF ROSENZVEIG
Managing Member, PRINCIPAL
- CRD
- #1194229
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,694,621 | -- |
| Non-Discretionary | $957,830 | -- |
| Total | $22,652,451 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Martin W. Rosenzveig & Co., LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.