RIA Intel›Advisers›Virginia›ROSE VALLEY CONSULTING LLC

ROSE VALLEY CONSULTING LLC

Advisory

ARLINGTON, VA

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

Average account

$101K

across 6 accounts

AUM per adviser

$607K

1 advisers

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

Total AUM

$607K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$607K

Discretionary AUM$607K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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