A complete list of active advisors currently associated with Rosenberg Wealth Management LLC

Warmer can help you find a great advisor at Rosenberg Wealth Management LLC or one who fits your needs even better.

Rosenberg Wealth Management LLC provides discretionary asset management, ERISA 3(21) retirement‑plan advisory services, and financial planning. As an initial filing the firm reported no assets under management. Portfolios are managed on a discretionary basis and the firm may hire third‑party sub‑advisors to manage all or portions of client assets, retaining authority to appoint or terminate those sub‑advisors without prior client consent. The firm’s analytical toolkit includes fundamental, technical, charting and cyclical analysis, and it requires clients to custody assets at Charles Schwab using Schwab’s institutional services. Noteworthy features include an affiliated insurance brokerage: the firm’s principal is a licensed insurance agent who devotes a portion of time to selling insurance and may receive commissions, a disclosed potential conflict of interest. The combination of being a newly formed, single‑owner advisor with explicit authority to select other advisers and a stated practice of not voting proxies distinguishes its operational model from many peers.

To learn more about the advisors currently working at Rosenberg Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Rosenberg	Fort Lauderdale, FL	31

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