THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC

THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC of MARBLE FALLS, TX is an SEC-registered investment adviser (CRD 290902). Regulatory assets under management: $66.0M.

Registration

• CRD: 290902
• Type: Registered investment adviser
• Location: 608 N. US HWY 281, MARBLE FALLS, TX, 78654
• Phone: 830-798-9400
• Latest filing: 2026-03-06
• Regulatory AUM: $66.0M
• Discretionary AUM: $66.0M
• Clients: 5
• Accounts: 275

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search