Rose Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Account minimum: $500,000 Minimum fee: $7 per month per account fee
Main office
305 West Loop 281, Suite 101
Longview TX 75605
Advisors at this office
4
Most active in
Texas
Also doing business as
Rose Wealth · Rose Wealth Advisers, LLC · Rose Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 the Series 66 designation and has worked previously 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 with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.
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.
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.
Alex A
Series 66
Longview, TX
Rose Wealth, LLC
Alex Alston is a financial advisor at Rose Wealth, LLC with five years of industry experience. He holds a Series 66 credential and has worked at firms including VASSO & ASSOCIATES, Ameriprise, and Wells Fargo Clearing. Outside of advisory work, Alston owns a water filter sales business and is co-owner of a residential building and sales company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through managed accounts and third-party money managers. The firm emphasizes strategic asset allocation combined with additional techniques and conducts ongoing supervision of sub-advisors.
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