ROSEL WEALTH MANAGEMENT, LLC of HIGHLANDS RANCH, CO is an SEC-registered investment adviser (CRD 291065). Regulatory assets under management: $630.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Eric Benjamin Rosel | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| David Baldwin Morgan | MANAGING MEMBER | — |
| MORGAN DAVID BALDWIN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ROSEL ERIC BENJAMIN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; TRUSTEE | — |