Rose Wealth, LLC

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.