Rosel Wealth Management, LLC

Rosel Wealth Management, LLC provides investment advisory and planning services to individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, retirement plan consulting, referrals to third‑party managers, and facilitates estate‑document preparation through a third‑party technology provider.

Portfolios are customized from individual stocks, bonds, ETFs, mutual funds, options and alternative investments and are regularly monitored and rebalanced as part of its comprehensive portfolio management process. The firm discloses the use of derivatives and borrowing strategies in certain separately managed accounts and leverages a third‑party order/aggregation platform (Pontera) to implement asset allocation and rebalancing for held‑away retirement and education accounts.

Rosel manages roughly $630 million in regulatory assets under management, a level that corresponds to assets‑per‑advisor above most comparable team firms, and it maintains several programmatic features that are less common among peers. Those features include sponsorship of a wrap‑fee program, a tax‑preparation fee reimbursement program based on household AUM, and the disclosed use of paid endorsers/solicitors, alongside documented use of more complex instruments and securities‑backed credit arrangements in appropriate client accounts.