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 |
|---|---|---|
Fort Lauderdale, FL
| 31
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")