RIA Intel›Advisers›Texas›ROSE WEALTH, LLC

ROSE WEALTH, LLC

Advisory

LONGVIEW, TX

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in TX

#2,472

of 2,813 advisers by AUM

Average account

$123K

across 48 accounts

AUM per adviser

$1M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees8

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

36 clients

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

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

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