ROSEWOOD WEALTH MANAGEMENT

ROSEWOOD WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 284837). Regulatory assets under management: $84.2M.

Registration

• CRD: 284837
• Type: Registered investment adviser
• Phone: (919) 391-3446
• Latest filing: 2026-03-05
• Regulatory AUM: $84.2M
• Discretionary AUM: $84.2M
• Clients: 3
• Accounts: 484

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search