CRD: 165612
Rogowski Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About Rogowski Wealth Management LLC
Rogowski Wealth Management is a Bainbridge Island, WA RIA providing financial planning and ongoing portfolio management for individuals and families. Principal Bryan Rogowski is a Pacific Northwest native and one of the few in the Seattle area specializing in Dimensional Fund Advisors strategies, emphasizing buy-and-hold, systematic rebalancing, and evidence-based factor tilts (size, value, profitability). Custody via Schwab.
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Owner & Executives
BRYAN GARY ROGOWSKI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3187234
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KRYSTAL NICOLE OIEN
--
- CRD
- #7589949
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,465,701 | -- |
| Non-Discretionary | $902,379 | -- |
| Total | $52,368,080 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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