ELIOT ROSE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$186,327,765
Discretionary
$186,327,765
Non-discretionary
$0
Firm details
- CRD number
- 120465
- SEC file number
- 801-121354
- Main office
- PROVIDENCE, RI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.ELIOTROSE.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.