# ELIOT ROSE WEALTH MANAGEMENT, LLC

ELIOT ROSE WEALTH MANAGEMENT, LLC of PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 120465
- Type: SEC-registered investment adviser
- SEC file number: 801-121354
- Location: 10 DORANCE STREET, SUITE 700, PROVIDENCE, RI, 02903
- Phone: (401) 588-5102
- Latest filing: 2026-02-11
- Regulatory AUM: $186.3M
- Discretionary AUM: $186.3M
- Clients: 4
- Accounts: 400

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Gary Steven Siperstein | MANAGING MEMBER | — |
| Jason Eliot Siperstein | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| SIPERSTEIN GARY STEVEN | MANAGING MEMBER | — |
| SIPERSTEIN MYNDE SUE | MEMBER | — |
| MCDERMOTT PAUL JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| SIPERSTEIN JASON ELIOT | CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120465/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120465/similar
- Related entities: https://search.stillhousedata.com/firm/120465/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120465

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.