Morganrosel Wealth Management, LLC
Morganrosel Wealth Management, LLC (CRD# 291065) is a financial advisory firm headquartered in Highlands Ranch, CO. They manage $409,864,243 in 868 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Morganrosel Wealth Management, LLC
By the Numbers
-
Total Assets Under Management410MILLION
-
Total Number of Accounts868ACCOUNTS
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Average Account Value$472,194
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, KS, LA, NH, NY, OK, TX, WI
Financial Advisors at Morganrosel Wealth Management, LLC
1
David Morgan (CRD# 2914803) is an Investment Advisor Representative working at Morganrosel Wealth Management, LLC in Highlands Ranch, CO and has over 26 years of experience in the finance industry.
2
Eric Rosel (CRD# 4409800) is an Investment Advisor Representative working at Morganrosel Wealth Management, LLC in Highlands Ranch, CO and has over 22 years of experience in the finance industry.
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