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
1805 Shea Center Dr, Suite 420, Highlands Ranch, CO 80129
http://www.morganrosel.com
By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
David Morgan, financial advisor Highlands Ranch CO
David B. Morgan
CRD#: 2914803
1805 Shea Center Dr, Suite 420, Highlands Ranch, CO 80129

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, financial advisor Highlands Ranch CO
Eric B. Rosel
CRD#: 4409800
1805 Shea Center Dr, Suite 420, Highlands Ranch, CO 80129

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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