A complete list of active advisors currently associated with Roshan Private Wealth Management, LLC

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

Roshan Private Wealth Management, LLC provides discretionary asset management and portfolio monitoring as an investment manager, executing investment selection and asset allocation under an Investment Advisory Agreement. The firm’s brochure indicates it generally targets high‑net‑worth relationships, charges an asset‑based advisory fee, and maintains a stated $1,000,000 account minimum, although it currently reports no assets under management. The firm tailors strategies to each client’s stated goals and risk tolerance, using both fundamental and technical analysis and employing long‑ and short‑term purchases, option writing (including covered options), and cash management as appropriate. RPWM seeks discretionary trading authority for accounts, conducts quarterly reviews for rebalancing and tax‑loss harvesting, and allows clients to impose written investment restrictions. A noteworthy characteristic is the firm’s affiliation with a separately operated CPA practice owned by the principal; the brochure discloses that the principal spends the majority of their time in that accounting business and may offer accounting services to clients for separate compensation, a relationship the firm identifies and seeks to mitigate through disclosure and client choice. The firm also recently registered to offer advisory services (registration in 2025 despite a 2017 founding) and currently reports no clients or AUM, facts prospective pooled or institutional clients may consider when evaluating operational track record.

To learn more about the advisors currently working at Roshan Private 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.