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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-15-2017
- Office Locations
- 1
Office Locations
About Rosel Wealth Management, LLC
Rosel Wealth Management (Morgan Rosel) is a Colorado boutique, family-office-style RIA serving high-net-worth individuals and families through retirements, inheritances, divorces, and business or real-estate sales. The firm provides fiduciary portfolio management and integrated planning across tax and estate strategy, retirement, insurance reviews, and real estate and private equity consulting. Intentionally low client-to-advisor ratio with direct access; Schwab custody.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC BENJAMIN ROSEL
Chief Compliance Officer
- CRD
- #4409800
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL SCOTT MILLER
--
- CRD
- #6557024
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $619,140,673 | $710,024 |
| Non-Discretionary | $11,097,140 | $112,092 |
| Total | $630,237,813 | $649,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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