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ROGOWSKI WEALTH MANAGEMENT LLC

Advisory

WA

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

Rank in WA
#494
of 505 advisers by AUM
Average account
$216K
across 243 accounts
AUM per adviser
$26M
2 advisers

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

Total AUM
$52M
Discretionary %
98.3%
Clients
76
Employees
2

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$52M
Discretionary AUM$51M
Non-Discretionary AUM$902K
Discretionary %98.3%
Total Clients76
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

PARKSIDE FAMILY OFFICE LLC
$52M
BUSH POLEN & ASSOCIATES INC
GIG HARBOR, WA
$52M
+38.4% 1Y
OLYMPIC FINANCIAL ADVISORS, LLC
$52M
LA PLATA RIVER PARTNERS, LLC
LIBERTY LAKE, WA
$53M
CEVA CAPITAL LLC
$52M
QUANTUM ASSET MANAGEMENT LLC
MERCER ISLAND, WA
$52M
+18.2% 1Y

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