ROGERS WEALTH GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,038,059,532
Discretionary
$1,011,485,808
Non-discretionary
$26,573,724
Firm details
- CRD number
- 107409
- SEC file number
- 801-51602
- Main office
- FORT WORTH, TX, United States
- Employees
- 21
- SEC status
- Approved
- Website
- HTTP://WWW.ROGERS401K.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.