Rosel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services, not to exceed $20,000.
Hourly charges for financial planning and consulting services; total fees depend on scope and complexity.
Account minimum: $1,000,000 Fee-only: Hourly or flat fee basis for financial planning and consulting services, flat fees will not exceed $20,000; 50% retainer required at signing, remainder due within 30 days of plan delivery.
Main office
1805 Shea Center Dr, Suite 420
Highlands Ranch CO 80129
Advisors at this office
2
Most active in
Arizona · California · Colorado · Florida · Kansas · Louisiana · Nebraska · New Hampshire · New York · Oklahoma · Texas · Wisconsin
Also doing business as
Bh Advisors LLC · Morganrosel Wealth Management, LLC · Rosel Wealth Management, 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.
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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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
Eric R
CFP®, Series 63, Series 66
Highlands Ranch, CO
Rosel Wealth Management, LLC
Eric Rosel is a CFP® with 21 years of experience in the financial services industry. He is a principal at Rosel Wealth Management, LLC, where he has worked since 2026, following previous roles at MorganRosel Wealth Management, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory work, he is a member of Rosel Airlines, LLC, a legal entity holding an aircraft. Rosel Wealth Management provides investment advisory and planning services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm offers customized portfolio management and comprehensive financial planning, managing roughly $630 million in assets with a suite of programmatic features including a wrap-fee program and tax-preparation fee reimbursement based on assets under management.
Michael M
Series 63, Series 65
Highlands Ranch, CO
Rosel Wealth Management, LLC
Michael Miller is a financial advisor at Rosel Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at East Star LLC, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, LLC. Rosel Wealth Management provides investment advisory and planning services to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm offers customized portfolio management and comprehensive financial planning, managing approximately $630 million in assets with a range of programmatic features including tax-preparation fee reimbursement and the use of complex investment strategies.
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