Rosenberg Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,235,675
Clients
156
Advisors
2
of 5 employees
About
Rosenberg Wealth Advisors is a registered investment adviser that offers discretionary investment management, model‑based portfolio management, and financial planning to individuals, high‑net‑worth individuals, charitable organizations, businesses and retirement plans; the firm reports roughly 156 clients and about $231 million in discretionary assets under management. The brochure states the firm acts as a fiduciary and provides ongoing wealth management and retirement account advice.
The firm constructs client portfolios primarily from model portfolios composed of low‑cost, diversified mutual funds and ETFs, while also using individual stocks, bonds and alternative investments as appropriate and applying fundamental analysis with a generally long‑term orientation. Rosenberg Wealth Advisors may implement all or a portion of a client’s portfolio through unaffiliated Independent Managers and describes ongoing oversight and due diligence of those managers while retaining discretionary authority for managed accounts.
Distinctive features disclosed in the brochure include the firm’s recent formation and SEC registration in 2026 coupled with a relatively large AUM and client base managed by a two‑advisor team across multiple offices, an uncommon combination for a newly registered, compact advisory staff. The brochure also discloses that some advisory personnel are licensed insurance professionals who may earn separate commissions and that the firm maintains an institutional custody relationship that provides economic benefits from the recommended custodian—conflicts the firm says it addresses through policies and supervision.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.40% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $25,000,000: 0.80% First $25,000,000+: 0.80% Next $25,000,000 (Up to $50,000,000) - $50,000,000: 0.60% Next $50,000,000 (Up to $100,000,000) - $100,000,000: 0.40% Above $100,000,000+: 0.20%
Fee-only: Wealth management fees from 1.50% down to 0.20% annually based on tiered AUM
Main office
187 South Old Woodward Avenue, Suite 208
Birmingham MI 48009
Advisors at this office
2
Most active in
Michigan
Also doing business as
Rofi LLC · Rosenberg Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jordan R
Series 66
Birmingham, MI
Rosenberg Wealth Advisors
Jordan Rosenberg is a financial advisor with Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation and 15 years of industry experience. He previously worked at Robert Baird & Co. for 15 years before joining Rosenberg Wealth Advisors in 2026. Outside of his advisory role, he is involved as an owner and partner in non-investment business ventures. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, businesses, and retirement plans. The firm manages approximately $231 million in discretionary assets for around 156 clients, utilizing a mix of low-cost diversified mutual funds and ETFs alongside individual securities and alternative investments, applying fundamental analysis with a long-term focus.
Laura H
Series 66
Birmingham, MI
Rosenberg Wealth Advisors
Laura Hartman is a financial advisor at Rosenberg Wealth Advisors in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Rofi LLC, Robert W. Baird & Co. Incorporated, UBS Financial Services, Inc., Raymond James & Associates, Inc., ABC Vintage, LLC, and Revive. Rosenberg Wealth Advisors provides discretionary investment management, model-based portfolio management, and financial planning to individuals, high-net-worth individuals, charitable organizations, businesses, and retirement plans. The firm primarily constructs client portfolios using model portfolios of low-cost, diversified mutual funds and ETFs, while incorporating individual stocks, bonds, and alternative investments as appropriate, with ongoing oversight of unaffiliated Independent Managers.
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