ROSE WEALTH, LLC

ROSE WEALTH, LLC of LONGVIEW, TX is an SEC-registered investment adviser (CRD 334740). Regulatory assets under management: $5.9M.

Registration

• CRD: 334740
• Type: Registered investment adviser
• Location: 305 WEST LOOP 281, LONGVIEW, TX, 75605
• Phone: (903) 331-0438
• Latest filing: 2026-02-19
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 8
• Accounts: 48

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334740 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search