Rose Wealth, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 334740
· Longview, TX
· www.rosewealth.com
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $5.9M
- Discretionary
- $5.9M
- Clients
- 36
- Avg AUM / client
- $164K
- Accounts
- 48
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $5.9M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alex Christian Alston | Registered representative | Apr 2025 (1y) | ||
| Sean Joseph Green | Registered representative | CFP | Apr 2025 (1y) | |
| Andrew Alston | Registered representative | Jul 2025 (1y) | ||
| Grant Skylar Jordy | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $5.9M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗