$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
8 Employees
36 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2024
- Office Locations
- 2
Office Locations
305 West Loop 281 Suite 101 Longview TX
7103 82nd Street Lubbock TX
About Rose Wealth, LLC
Rose Wealth, LLC is a Longview-based RIA with 2 offices. The firm has been operating for 1 years. Managing $5.9M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
30 AVG AGE
$1.5M AVG AUM / ADVISOR
$163.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LORI MEDLOCK MERKEL
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
ALEX CHRISTIAN ALSTON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6887193
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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Andrew Alston
APMA Advisor
- CRD
- #6895523
Available
Available
Available
SEAN JOSEPH GREEN
CFP™
- CRD
- #4914479
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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