ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC of PALM HARBOR, FL is an SEC-registered investment adviser (CRD 338403).

Registration

• CRD: 338403
• Type: Registered investment adviser
• Location: 2658 WEST LAKE ROAD, PALM HARBOR, FL, 34684
• Phone: 727-786-1699
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search