RIA Intel›Advisers›Texas›DE ROSA ASSET MANAGEMENT, LLC

DE ROSA ASSET MANAGEMENT, LLC

Advisory

TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in TX
#1,746
of 2,813 advisers by AUM
Average account
$950K
across 53 accounts
AUM per adviser
$50M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$50M
Discretionary %
98.7%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$676K
Discretionary %98.7%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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FORTRESS ESTATE SOLUTIONS, PLLC
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UBEQUITY WEALTH MANAGEMENT, LLC
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MILLER-GREEN FINANCIAL SERVICES LLC
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$50M
+2.7% 1Y
PFS ASSET MANAGEMENT, INC.
DALLAS, TX
$51M

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