R
$231.0M Total AUM
$231.0M Disc. AUM
-- 3Y CAGR
5 Employees
161 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2026
- Office Locations
- 3
Office Locations
187 South OLD Woodward Avenue Suite 208 Birmingham MI
-- Beverly Hills MI
-- West Bloomfield MI
About Rosenberg Wealth Advisors
Rosenberg Wealth Advisors is a Birmingham-based RIA with 3 offices. The firm has been operating for 0 years. Managing $231.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
41 AVG AGE
$115.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DANIEL BRETT ROSENBERG
Chief Compliance Officer, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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JORDAN SCOTT ROSENBERG
Managing Partner
- CRD
- #5538189
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Laura Rubens Hartman
--
- CRD
- #7830306
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,978,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $230,978,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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