ROSEHEART INVESTMENT ADVISORS, LLC

ROSEHEART INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 161782). Regulatory assets under management: $24.0M.

Registration

• CRD: 161782
• Type: Registered investment adviser
• Phone: 201-788-1813
• Latest filing: 2026-01-12
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search