MORGANROSEL WEALTH MANAGEMENT, LLC
Latest filing: Mar 19, 2025 (102 days ago)
AUM
$503,254,881
23% change vs. 1 year ago
52% change vs. 3 years ago
125% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
-17% change vs. 3 years ago
25% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HIGHLANDS RANCH, CO
1805 SHEA CENTER DR, HIGHLANDS RANCH, CO, UNITED STATES, 80129
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 140 | $0.0 |
| Average Individual AUM | $216,013 | |
| HNW | 173 | $0.4 |
| Average HNW AUM | $2,482,171 | |
| Retail Total | 313 | $0.5 |
| Average Retail AUM | $1,468,554 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 57% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 5% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 1% | $0.0 |
| Total | 102% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ERIC ROSEL | HIGHLANDS RANCH | CO | S63|2001-06-19|S66|2007-06-27 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID MORGAN | HIGHLANDS RANCH | CO | S63|1997-08-14|S66|2001-02-12 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.5 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 23% | 5 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.2 | 59% | 5 | 0 | 0% |
| 2022-04-01 | $0.3 | $0.2 | 52% | 6 | -1 | -17% |
| 2021-04-05 | $0.2 | $0.3 | 105% | 4 | 1 | 25% |
| 2020-04-01 | $0.2 | $0.3 | 125% | 4 | 1 | 25% |
| 2019-04-01 | $0.2 | $0.3 | 170% | 4 | 1 | 25% |
| 2018-04-02 | $0.2 | $0.3 | 168% | 3 | 2 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-02/10/2020, CA-03/21/2019, CO-12/15/2017, FL-02/23/2018, KS-05/19/2020, LA-02/23/2018, NH-02/23/2018, NY-02/15/2023, OK-02/23/2018, TX-12/15/2017, WI-02/22/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV