# ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC

ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC of POINTE-CLAIRE. QC is an SEC-registered investment adviser.

## Registration

- CRD: 331736
- Type: SEC-registered investment adviser
- SEC file number: 801-130906
- Location: 1 HOLIDAY AVENUE, EAST TOWER, SUITE 305, POINTE-CLAIRE. QC, H9R 5N3
- Phone: 514-782-5966
- Latest filing: 2026-06-17
- Clients: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Christine Cao | CCO | — |
| Lewis Rosen | OWNER | — |
| ROSEN LEWIS | CCO; OWNER | — |
| Cao Christine | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331736/similar
- Related entities: https://search.stillhousedata.com/firm/331736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331736

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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.