Rose Wealth, LLC

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Client assets under management

$5,900,000

Clients

0% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$163,889

About

Rose Wealth, LLC is a recently formed state‑registered investment adviser that provides discretionary and non‑discretionary investment management through managed account programs and by recommending third‑party money managers and model portfolios. It serves individuals and high‑net‑worth clients and requires a minimum account size for advisory relationships.

The firm’s investment approach emphasizes strategic asset allocation supplemented by techniques such as dollar‑cost averaging and technical analysis, and it implements portfolios using an external turnkey asset management platform and selected account managers. Rose Wealth performs due diligence and ongoing supervision of sub‑advisors, and it recommends custody relationships with major custodians to facilitate execution and reporting.

Compared with many peers, the brochure discloses several atypical affiliations and outside business activities: principals or staff are licensed to sell insurance, are affiliated with a real‑estate broker, and one principal provides or refers legal services through an attorney practice, creating potential commissionable or referral business outside pure advisory fees. The firm also explicitly states it selects and supervises other advisers via a third‑party platform and discloses non‑financial business interests of personnel, with related policies and a Code of Ethics intended to address conflicts of interest.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Other

Account minimum: $500,000 Minimum fee: $7 per month per account fee

Main office location

Rose Wealth, LLC

305 West Loop 281, Suite 101

Longview TX 75605, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (903) 331-0438

Advisors at this firm

Andrew A

Series 66

Longview, TX

Rose Wealth, LLC

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach centers on strategic asset allocation, incorporating dollar-cost averaging and technical analysis, and utilizes external turnkey asset management platforms and selected sub-advisors.

Annuities

Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Annuities

Grant J

Series 66

Longview, TX

Rose Wealth, LLC

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

Annuities

Alex A

Series 66

Longview, TX

Rose Wealth, LLC

Alex Alston is a financial advisor with Rose Wealth, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, VASSO & ASSOCIATES, and Wells Fargo Clearing. Outside of advisory work, he owns Nu Tech Water LLC, a water filter sales business. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach focuses on strategic asset allocation and employs external platforms and selected account managers for portfolio implementation.

Annuities

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